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Private Portfolio Partners’s United Parcel Service UPS Stock Holding History

Private Portfolio Partners’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 		$432K Buy
3,424
+61
+2% +$8.03K 0.08% 186
2024
Q3 		$459K Buy
+3,363
New +$442K 0.09% 172
2024
Q2 		– Sell
-8,519
Closed -$1.27M – 248
2024
Q1 		$1.27M Buy
8,519
+447
+6% +$67.9K 0.26% 67
2023
Q4 		$1.27M Buy
8,072
+95
+1% +$14.4K 0.29% 64
2023
Q3 		$1.24M Buy
7,977
+532
+7% +$91.8K 0.32% 63
2023
Q2 		$1.33M Buy
7,445
+14
+0.2% +$2.49K 0.34% 61
2023
Q1 		$1.44M Sell
7,431
-208
-3% -$38.2K 0.39% 56
2022
Q4 		$1.33M Buy
7,639
+237
+3% +$41K 0.35% 61
2022
Q3 		$1.2M Buy
7,402
+152
+2% +$28.8K 0.34% 66
2022
Q2 		$1.32M Buy
7,250
+134
+2% +$24.4K 0.37% 61
2022
Q1 		$1.53M Sell
7,116
-659
-8% -$140K 0.38% 60
2021
Q4 		$1.67M Buy
7,775
+1,491
+24% +$303K 0.43% 52
2021
Q3 		$1.14M Buy
6,284
+30
+0.5% +$5.92K 0.33% 68
2021
Q2 		$1.3M Buy
6,254
+67
+1% +$13.4K 0.38% 60
2021
Q1 		$1.05M Buy
6,187
+34
+0.6% +$5.5K 0.34% 67
2020
Q4 		$1.04M Sell
6,153
-119
-2% -$20.1K 0.37% 63
2020
Q3 		$1.05M Buy
6,272
+209
+3% +$30.4K 0.42% 56
2020
Q2 		$674K Buy
6,063
+5
+0.1% +$499 0.31% 78
2020
Q1 		$566K Sell
6,058
-21
-0.3% -$2.18K 0.3% 88
2019
Q4 		$712K Sell
6,079
-48
-0.8% -$5.68K 0.31% 85
2019
Q3 		$734K Sell
6,127
-1,293
-17% -$148K 0.35% 76
2019
Q2 		$766K Buy
7,420
+4,462
+151% +$464K 0.33% 81
2019
Q1 		$331K Buy
2,958
+39
+1% +$4.14K 0.17% 134
2018
Q4 		$285K Buy
+2,919
New +$316K 0.18% 133

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

Private Portfolio Partners's UPS Position: Q4 2024 in Review

Private Portfolio Partners increased its United Parcel Service (UPS) stake by 1.8% in Q4 2024, buying an estimated $8.03K and bringing the position to 3,424 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #186.

Private Portfolio Partners first reported a position in UPS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.67M in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Private Portfolio Partners held 3,424 shares of United Parcel Service worth $432K as of Q4 2024.
  • Private Portfolio Partners bought 61 United Parcel Service shares in Q4 2024, an estimated $8.03K.
  • United Parcel Service made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #186 holding.
  • Private Portfolio Partners first reported a position in United Parcel Service in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's United Parcel Service position peaked at $1.67M in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.