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O'Dell Group’s United Parcel Service UPS Stock Holding History

O'Dell Group’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
-610
Closed -$96K – 455
2023
Q4 		$96K Buy
+610
New +$92.2K 0.03% 149
2023
Q3 		– Sell
-88
Closed -$15.8K – 460
2023
Q2 		$15.8K Buy
+88
New +$15.6K ﹤0.01% 299
2022
Q4 		– Sell
-31
Closed -$5K – 386
2022
Q3 		$5K Hold
31
– – ﹤0.01% 337
2022
Q2 		$6K Hold
31
– – ﹤0.01% 329
2022
Q1 		$7K Hold
31
– – ﹤0.01% 355
2021
Q4 		$7K Hold
31
– – ﹤0.01% 349
2021
Q3 		$6K Buy
+31
New +$6.12K ﹤0.01% 360

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

O'Dell Group's UPS Position: Q1 2024 in Review

O'Dell Group sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 610 shares — an estimated $96K sold.

O'Dell Group first reported a position in UPS in Q3 2021 and held it in 7 quarters. The position peaked at $96K in Q4 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • O'Dell Group reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 610 United Parcel Service shares in Q1 2024, an estimated $96K.
  • O'Dell Group first reported a position in United Parcel Service in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's United Parcel Service position peaked at $96K in Q4 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.