RDIA
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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 		$460K 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 		$91 Hold
500
– – 0.01% 57
2022
Q1 		$107K Hold
500
– – 0.07% 58
2021
Q4 		$107K Buy
+500
New +$102K 0.08% 54

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JP Morgan Chase
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Geode Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return