Red Cedar Investment Management’s United Parcel Service UPS Stock Holding History

Red Cedar 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
2023 Q4	–	Sell	-8,833	Closed	-$1.38M	–	79
2023 Q3	$1.38M	Buy	8,833 +78	+0.9%	+$13.5K	0.21%	51
2023 Q2	$1.57M	Hold	8,755	–	–	0.24%	50
2023 Q1	$1.7M	Buy	8,755 +6,067	+226%	+$1.11M	0.26%	52
2022 Q4	$467K	Buy	2,688 +261	+11%	+$45.2K	0.07%	78
2022 Q3	$392K	Hold	2,427	–	–	0.07%	78
2022 Q2	$443K	Hold	2,427	–	–	0.07%	77
2022 Q1	$520K	Buy	+2,427	New	+$516K	0.07%	81

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

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

Red Cedar Investment Management's UPS Position: Q4 2023 in Review

Red Cedar Investment Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 8,833 shares — an estimated $1.38M sold.

Red Cedar Investment Management first reported a position in UPS in Q1 2022 and held it in 7 quarters. The position peaked at $1.7M in Q1 2023. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Red Cedar Investment Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Red Cedar Investment Management sold 8,833 United Parcel Service shares in Q4 2023, an estimated $1.38M.
Red Cedar Investment Management first reported a position in United Parcel Service in Q1 2022 and held it in 7 quarters.
Red Cedar Investment Management's United Parcel Service position peaked at $1.7M in Q1 2023.
2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Red Cedar Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.