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Oracle Alpha’s United Parcel Service UPS Stock Holding History

Oracle Alpha’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 		$202K Sell
1,358
-1,252
-48% -$190K 0.36% 145
2023
Q4 		$410K Buy
+2,610
New +$395K 0.53% 52

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

Oracle Alpha's UPS Position: Q1 2024 in Review

Oracle Alpha reduced its United Parcel Service (UPS) stake by 48% in Q1 2024, selling an estimated $190K and leaving 1,358 shares worth $202K. The position accounts for 0.36% of the portfolio, ranked #145.

Oracle Alpha first reported a position in UPS in Q4 2023 and has held it in 2 quarters since. The position peaked at $410K in Q4 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Oracle Alpha held 1,358 shares of United Parcel Service worth $202K as of Q1 2024.
  • Oracle Alpha sold 1,252 United Parcel Service shares in Q1 2024, an estimated $190K.
  • United Parcel Service made up 0.36% of Oracle Alpha's portfolio in Q1 2024, its #145 holding.
  • Oracle Alpha first reported a position in United Parcel Service in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's United Parcel Service position peaked at $410K in Q4 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.