Profit Investment Management’s United Parcel Service UPS Stock Holding History

Profit Investment 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
2025 Q1	–	Sell	-3,756	Closed	-$474K	–	81
2024 Q4	$474K	Sell	3,756 -245	-6%	-$32.2K	0.38%	68
2024 Q3	$545K	Hold	4,001	–	–	0.43%	68
2024 Q2	$548K	Buy	4,001 +512	+15%	+$73.3K	0.34%	65
2024 Q1	$519K	Sell	3,489 -51	-1%	-$7.75K	0.29%	68
2023 Q4	$557K	Hold	3,540	–	–	0.32%	65
2023 Q3	$552K	Sell	3,540 -202	-5%	-$34.9K	0.39%	57
2023 Q2	$671K	Sell	3,742 -151	-4%	-$26.8K	0.44%	55
2023 Q1	$755K	Sell	3,893 -344	-8%	-$63.1K	0.5%	50
2022 Q4	$737K	Hold	4,237	–	–	0.52%	47
2022 Q3	$684K	Sell	4,237 -166	-4%	-$31.4K	0.52%	47
2022 Q2	$803K	Hold	4,403	–	–	0.59%	47
2022 Q1	$943K	Buy	4,403 +100	+2%	+$21.2K	0.58%	47
2021 Q4	$922K	Buy	4,303 +790	+22%	+$161K	0.58%	46
2021 Q3	$639K	Hold	3,513	–	–	0.44%	53
2021 Q2	$730K	Hold	3,513	–	–	0.39%	52
2021 Q1	$598K	Buy	3,513 +57	+2%	+$9.22K	0.34%	58
2020 Q4	$582K	Buy	3,456 +106	+3%	+$17.9K	0.37%	55
2020 Q3	$558K	Buy	3,350 +68	+2%	+$9.9K	0.34%	72
2020 Q2	$365K	Buy	+3,282	New	+$328K	0.26%	75
2020 Q1	–	Sell	-2,024	Closed	-$237K	–	78
2019 Q4	$237K	Hold	2,024	–	–	0.16%	73
2019 Q3	$243K	Hold	2,024	–	–	0.17%	74
2019 Q2	$209K	Hold	2,024	–	–	0.15%	73
2019 Q1	$226K	Buy	+2,024	New	+$215K	0.17%	72
2018 Q1	–	Sell	-3,620	Closed	-$431K	–	84
2017 Q4	$431K	Buy	3,620 +165	+5%	+$19.4K	0.33%	69
2017 Q3	$415K	Hold	3,455	–	–	0.36%	70
2017 Q2	$382K	Hold	3,455	–	–	0.35%	76
2017 Q1	$371K	Sell	3,455 -1,000	-22%	-$109K	0.3%	82
2016 Q4	$511K	Sell	4,455 -83	-2%	-$9.35K	0.48%	77
2016 Q3	$496K	Sell	4,538 -1,451	-24%	-$158K	0.49%	79
2016 Q2	$645K	Buy	5,989 +112	+2%	+$11.7K	0.52%	73
2016 Q1	$620K	Hold	5,877	–	–	0.26%	81
2015 Q4	$566K	Sell	5,877 -331	-5%	-$33.8K	0.18%	78
2015 Q3	$613K	Sell	6,208 -1,667	-21%	-$165K	0.09%	103
2015 Q2	$763K	Sell	7,875 -25,500	-76%	-$2.53M	0.09%	106
2015 Q1	$3.23M	Sell	33,375 -25,785	-44%	-$2.65M	0.17%	72
2014 Q4	$6.58M	Sell	59,160 -1,035	-2%	-$109K	0.33%	49
2014 Q3	$5.92M	Hold	60,195	–	–	0.31%	49
2014 Q2	$6.18M	Sell	60,195 -175,886	-75%	-$17.7M	0.3%	48
2014 Q1	$23M	Sell	236,081 -173,650	-42%	-$16.9M	1.04%	45
2013 Q4	$43.1M	Sell	409,731 -23,915	-6%	-$2.36M	1.96%	16
2013 Q3	$39.6K	Sell	433,646 -21,529	-5%	-$1.89M	1.62%	21
2013 Q2	$39.4M	Buy	+455,175	New	+$39M	1.9%	18

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Profit Investment Management's UPS Position: Q1 2025 in Review

Profit Investment Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 3,756 shares — an estimated $474K sold.

Profit Investment Management first reported a position in UPS in Q2 2013 and held it in 42 quarters. The position peaked at $43.1M in Q4 2013. 2,200 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Profit Investment Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Profit Investment Management sold 3,756 United Parcel Service shares in Q1 2025, an estimated $474K.
Profit Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 42 quarters.
Profit Investment Management's United Parcel Service position peaked at $43.1M in Q4 2013.
2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Profit Investment Management's 13F filing for Q1 2025, filed 9 Apr 2025.