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Planned Solutions’s United Parcel Service UPS Stock Holding History

Planned Solutions’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
-370
Closed -$50.4K – 596
2024
Q3 		$50.4K Buy
+370
New +$48.6K 0.02% 301
2024
Q1 		– Sell
-1,070
Closed -$168K – 516
2023
Q4 		$168K Buy
+1,070
New +$162K 0.08% 107
2021
Q1 		– Sell
-667
Closed -$112K – 383
2020
Q4 		$112K Hold
667
– – 0.09% 90
2020
Q3 		$111K Buy
+667
New +$97.1K 0.11% 75

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

Planned Solutions's UPS Position: Q4 2024 in Review

Planned Solutions sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 370 shares — an estimated $50.4K sold.

Planned Solutions first reported a position in UPS in Q3 2020 and held it in 4 quarters. The position peaked at $168K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Planned Solutions reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 370 United Parcel Service shares in Q4 2024, an estimated $50.4K.
  • Planned Solutions first reported a position in United Parcel Service in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's United Parcel Service position peaked at $168K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.