One River Asset Management’s United Parcel Service UPS Stock Holding History

One River Asset Management’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 Q4	–	Sell	-1,300	Closed	-$177K	–	331
2024 Q3	$177K	Buy	+1,300	New	+$171K	0.02%	226
2024 Q1	–	Sell	-800	Closed	-$126K	–	337
2023 Q4	$126K	Hold	800	–	–	﹤0.01%	266
2023 Q3	$125K	Hold	800	–	–	﹤0.01%	292
2023 Q2	$143K	Hold	800	–	–	0.02%	235
2023 Q1	$155K	Sell	800 -33,000	-98%	-$6.05M	0.01%	283
2022 Q4	$5.88M	Buy	+33,800	New	+$5.85M	0.35%	52

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One River Asset Management's UPS Position: Q1 2024 in Review

One River Asset Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 607 shares — an estimated $95.4K sold.

One River Asset Management first reported a position in UPS in Q4 2022 and held it in 5 quarters. The position peaked at $1.76M in Q4 2022. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

One River Asset Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
One River Asset Management sold 607 United Parcel Service shares in Q1 2024, an estimated $95.4K.
One River Asset Management first reported a position in United Parcel Service in Q4 2022 and held it in 5 quarters.
One River Asset Management's United Parcel Service position peaked at $1.76M in Q4 2022.
2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on One River Asset Management's 13F filing for Q1 2024, filed 14 May 2024.