RE Dickinson Investment Advisors’s United Parcel Service UPS Stock Holding History

RE Dickinson 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 Q4	$46K	Hold	365	–	–	0.03%	93
2024 Q3	$49.8K	Hold	365	–	–	0.03%	88
2024 Q2	$50K	Hold	365	–	–	0.03%	92
2024 Q1	$54K	Sell	365 -11	-3%	-$1.67K	0.03%	83
2023 Q4	$59K	Hold	376	–	–	0.04%	74
2023 Q3	$59K	Hold	376	–	–	0.04%	75
2023 Q2	$67K	Buy	376 +11	+3%	+$1.95K	0.02%	142
2023 Q1	$71K	Sell	365 -135	-27%	-$24.8K	0.02%	142
2022 Q4	$87K	Hold	500	–	–	0.04%	120
2022 Q3	$81K	Hold	500	–	–	0.07%	58
2022 Q2	$91K	Hold	500	–	–	0.01%	57
2022 Q1	$107K	Hold	500	–	–	0.07%	58
2021 Q4	$107K	Buy	+500	New	+$102K	0.08%	54

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

RE Dickinson Investment Advisors's UPS Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its United Parcel Service (UPS) position steady in Q4 2024 at 365 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #93.

RE Dickinson Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. The position peaked at $107K in Q1 2022. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

RE Dickinson Investment Advisors held 365 shares of United Parcel Service worth $46K as of Q4 2024.
RE Dickinson Investment Advisors left its United Parcel Service share count unchanged in Q4 2024.
United Parcel Service made up 0.03% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #93 holding.
RE Dickinson Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's United Parcel Service position peaked at $107K in Q1 2022.
2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.