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Petredis Investment Advisors’s United Parcel Service UPS Stock Holding History

Petredis Investment Advisors’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
-13,356
Closed -$1.82M – 105
2024
Q3 		$1.82M Buy
13,356
+40
+0.3% +$5.25K 0.19% 81
2024
Q2 		$1.82M Sell
13,316
-129
-1% -$18.5K 0.2% 82
2024
Q1 		$2M Buy
13,445
+670
+5% +$102K 0.24% 79
2023
Q4 		$2.01M Buy
+12,775
New +$1.93M 0.26% 80
2023
Q3 		– Sell
-8,801
Closed -$1.58M – 98
2023
Q2 		$1.58M Buy
8,801
+2
+0% +$355 0.22% 83
2023
Q1 		$1.71M Sell
8,799
-128
-1% -$23.5K 0.27% 80
2022
Q4 		$1.55M Buy
+8,927
New +$1.55M 0.28% 79

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 $1.6B 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

Petredis Investment Advisors's UPS Position: Q4 2024 in Review

Petredis Investment Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 13,356 shares — an estimated $1.82M sold.

Petredis Investment Advisors first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $2.01M in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Petredis Investment Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Petredis Investment Advisors sold 13,356 United Parcel Service shares in Q4 2024, an estimated $1.82M.
  • Petredis Investment Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Petredis Investment Advisors's United Parcel Service position peaked at $2.01M in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Petredis Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.