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Partnership Wealth Management’s United Parcel Service UPS Stock Holding History

Partnership Wealth 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
-92
Closed -$12.5K – 176
2024
Q3 		$12.5K Hold
92
– – 0.01% 160
2024
Q2 		$12.6K Hold
92
– – 0.01% 187
2024
Q1 		$13.7K Hold
92
– – 0.01% 185
2023
Q4 		$13.1K Buy
+92
New +$13.9K 0.01% 184

Other funds holding UPS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Partnership Wealth Management's UPS Position: Q4 2024 in Review

Partnership Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 92 shares — an estimated $12.5K sold.

Partnership Wealth Management first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $13.7K in Q1 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Partnership Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 92 United Parcel Service shares in Q4 2024, an estimated $12.5K.
  • Partnership Wealth Management first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's United Parcel Service position peaked at $13.7K in Q1 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.