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Newman Dignan & Sheerar Inc’s United Parcel Service UPS Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,536
Closed -$241K – 187
2023
Q4 		$241K Sell
1,536
-1,296
-46% -$196K 0.07% 150
2023
Q3 		$441K Sell
2,832
-254
-8% -$43.8K 0.14% 112
2023
Q2 		$553K Sell
3,086
-16
-0.5% -$2.84K 0.17% 109
2023
Q1 		$602K Sell
3,102
-83
-3% -$15.2K 0.19% 104
2022
Q4 		$554K Buy
3,185
+39
+1% +$6.75K 0.18% 105
2022
Q3 		$508 Buy
3,146
+73
+2% +$13.8K 0.08% 108
2022
Q2 		$561K Buy
3,073
+1
+0% +$182 0.19% 105
2022
Q1 		$659 Hold
3,072
– – 0.13% 101
2021
Q4 		$658K Buy
3,072
+175
+6% +$35.6K 0.2% 100
2021
Q3 		$527K Buy
2,897
+451
+18% +$89K 0.15% 106
2021
Q2 		$509K Buy
2,446
+717
+41% +$143K 0.17% 108
2021
Q1 		$294K Buy
+1,729
New +$280K 0.11% 144

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newman Dignan & Sheerar Inc's UPS Position: Q1 2024 in Review

Newman Dignan & Sheerar Inc sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,536 shares — an estimated $241K sold.

Newman Dignan & Sheerar Inc first reported a position in UPS in Q1 2021 and held it in 12 quarters. The position peaked at $658K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Newman Dignan & Sheerar Inc reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 1,536 United Parcel Service shares in Q1 2024, an estimated $241K.
  • Newman Dignan & Sheerar Inc first reported a position in United Parcel Service in Q1 2021 and held it in 12 quarters.
  • Newman Dignan & Sheerar Inc's United Parcel Service position peaked at $658K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2024, filed 29 Apr 2024.