Pin Oak Investment Advisors’s United Parcel Service UPS Stock Holding History

Pin Oak 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 Q3	–	Sell	-10	Closed	-$1K	–	500
2024 Q2	$1K	Sell	10 -100	-91%	-$14.3K	﹤0.01%	456
2024 Q1	$16K	Hold	110	–	–	0.02%	290
2023 Q4	$17K	Hold	110	–	–	0.02%	282
2023 Q3	$17K	Hold	110	–	–	0.02%	275
2023 Q2	$20K	Hold	110	–	–	0.02%	251
2023 Q1	$21K	Hold	110	–	–	0.03%	235
2022 Q4	$19K	Buy	+110	New	+$19K	0.02%	234
2018 Q4	–	Sell	-107	Closed	-$12K	–	451
2018 Q3	$12K	Buy	107 +25	+30%	+$2.94K	0.01%	308
2018 Q2	$9K	Buy	82 +1	+1%	+$112	0.01%	330
2018 Q1	$8K	Buy	81 +17	+27%	+$1.97K	0.01%	346
2017 Q4	$8K	Buy	+64	New	+$7.52K	0.01%	354

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pin Oak Investment Advisors's UPS Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 10 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in UPS in Q4 2017 and held it in 11 quarters. The position peaked at $21K in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Pin Oak Investment Advisors reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 10 United Parcel Service shares in Q3 2024, an estimated $1K.
Pin Oak Investment Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 11 quarters.
Pin Oak Investment Advisors's United Parcel Service position peaked at $21K in Q1 2023.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.