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Osborne Partners Capital Management’s United Parcel Service UPS Stock Holding History

Osborne Partners Capital 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
Q1 		– Sell
-1,329
Closed -$209K – 212
2023
Q4 		$209K Sell
1,329
-10
-0.7% -$1.51K 0.01% 203
2023
Q3 		$209K Sell
1,339
-175
-12% -$30.2K 0.02% 192
2023
Q2 		$271K Sell
1,514
-100
-6% -$17.8K 0.02% 181
2023
Q1 		$313K Sell
1,614
-30
-2% -$5.5K 0.02% 174
2022
Q4 		$286K Buy
1,644
+21
+1% +$3.63K 0.02% 179
2022
Q3 		$262K Buy
1,623
+282
+21% +$53.4K 0.02% 179
2022
Q2 		$245K Sell
1,341
-10
-0.7% -$1.82K 0.02% 188
2022
Q1 		$290K Buy
1,351
+103
+8% +$21.9K 0.02% 175
2021
Q4 		$267K Buy
+1,248
New +$254K 0.02% 193
2021
Q3 		– Sell
-968
Closed -$201K – 201
2021
Q2 		$201K Buy
+968
New +$194K 0.02% 200
2015
Q1 		– Sell
-1,850
Closed -$206K – 185
2014
Q4 		$206K Buy
+1,850
New +$195K 0.02% 176

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

Osborne Partners Capital Management's UPS Position: Q1 2024 in Review

Osborne Partners Capital Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,329 shares — an estimated $209K sold.

Osborne Partners Capital Management first reported a position in UPS in Q4 2014 and held it in 11 quarters. The position peaked at $313K in Q1 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Osborne Partners Capital Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 1,329 United Parcel Service shares in Q1 2024, an estimated $209K.
  • Osborne Partners Capital Management first reported a position in United Parcel Service in Q4 2014 and held it in 11 quarters.
  • Osborne Partners Capital Management's United Parcel Service position peaked at $313K in Q1 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Osborne Partners Capital Management's 13F filing for Q1 2024, filed 25 Apr 2024.