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Partners Capital Investment Group’s United Parcel Service UPS Stock Holding History

Partners Capital Investment 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
Q2 		– Sell
-33,726
Closed -$5.01M – 186
2024
Q1 		$5.01M Sell
33,726
-35,102
-51% -$5.34M 0.14% 82
2023
Q4 		$10.8M Buy
+68,828
New +$10.4M 0.24% 68

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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
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

Partners Capital Investment Group's UPS Position: Q2 2024 in Review

Partners Capital Investment Group sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 33,726 shares — an estimated $5.01M sold.

Partners Capital Investment Group first reported a position in UPS in Q4 2023 and held it in 2 quarters. The position peaked at $10.8M in Q4 2023. 2,174 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Partners Capital Investment Group reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 33,726 United Parcel Service shares in Q2 2024, an estimated $5.01M.
  • Partners Capital Investment Group first reported a position in United Parcel Service in Q4 2023 and held it in 2 quarters.
  • Partners Capital Investment Group's United Parcel Service position peaked at $10.8M in Q4 2023.
  • 2,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Partners Capital Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.