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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
-300
Closed -$40.9K – 332
2024
Q3 		$40.9K Buy
+300
New +$39.4K 0.01% 283
2024
Q1 		– Sell
-1,500
Closed -$236K – 339
2023
Q4 		$236K Hold
1,500
– – 0.01% 244
2023
Q3 		$234K Hold
1,500
– – 0.01% 276
2023
Q2 		$269K Hold
1,500
– – 0.03% 209
2023
Q1 		$291K Sell
1,500
-16,600
-92% -$3.05M 0.01% 266
2022
Q4 		$3.15M Buy
+18,100
New +$3.13M 0.19% 114

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
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.