QC
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QCM Cayman’s United Parcel Service UPS Stock Holding History

QCM Cayman’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
2023
Q4 		– Sell
-1,590
Closed -$248K – 58
2023
Q3 		$248K Buy
+1,590
New +$274K 1.61% 29
2020
Q4 		– Sell
-1,281
Closed -$213K – 311
2020
Q3 		$213K Buy
+1,281
New +$187K 0.37% 135
2016
Q3 		– Sell
-2,215
Closed -$239K – 344
2016
Q2 		$239K Buy
+2,215
New +$231K 0.1% 185

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QCM Cayman's UPS Position: Q4 2023 in Review

QCM Cayman sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,590 shares — an estimated $248K sold.

QCM Cayman first reported a position in UPS in Q2 2016 and held it in 3 quarters. The position peaked at $248K in Q3 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • QCM Cayman reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • QCM Cayman sold 1,590 United Parcel Service shares in Q4 2023, an estimated $248K.
  • QCM Cayman first reported a position in United Parcel Service in Q2 2016 and held it in 3 quarters.
  • QCM Cayman's United Parcel Service position peaked at $248K in Q3 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on QCM Cayman's 13F filing for Q4 2023, filed 1 Feb 2024.