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Red Door Wealth Management’s United Parcel Service UPS Stock Holding History

Red Door Wealth 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
2024
Q4 		– Sell
-2,035
Closed -$277K – 239
2024
Q3 		$277K Buy
2,035
+230
+13% +$30.2K 0.05% 171
2024
Q2 		$247K Sell
1,805
-26,907
-94% -$3.85M 0.04% 174
2024
Q1 		$4.27M Sell
28,712
-918
-3% -$140K 0.82% 40
2023
Q4 		$4.66M Sell
29,630
-70
-0.2% -$10.6K 1.01% 33
2023
Q3 		$4.63M Buy
29,700
+27
+0.1% +$4.66K 1.16% 28
2023
Q2 		$5.32M Sell
29,673
-8,801
-23% -$1.56M 1.18% 26
2023
Q1 		$7.46M Buy
38,474
+17
+0% +$3.12K 2.34% 8
2022
Q4 		$6.69M Buy
38,457
+2,132
+6% +$369K 2.2% 8
2022
Q3 		$5.87M Buy
36,325
+75
+0.2% +$14.2K 2.22% 10
2022
Q2 		$6.62M Sell
36,250
-175
-0.5% -$31.9K 2.45% 6
2022
Q1 		$7.81M Buy
36,425
+6
+0% +$1.27K 2.62% 6
2021
Q4 		$7.81M Buy
36,419
+5,578
+18% +$1.13M 2.56% 6
2021
Q3 		$5.62M Buy
30,841
+30,247
+5,092% +$5.97M 2.15% 8
2021
Q2 		$123K Buy
+594
New +$119K 0.05% 186
2020
Q3 		– Sell
-447
Closed -$49K – 406
2020
Q2 		$49K Buy
447
+30
+7% +$3K 0.04% 179
2020
Q1 		$38K Buy
+417
New +$43.2K 0.04% 184

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Door Wealth Management's UPS Position: Q4 2024 in Review

Red Door Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,035 shares — an estimated $277K sold.

Red Door Wealth Management first reported a position in UPS in Q1 2020 and held it in 16 quarters. The position peaked at $7.81M in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Red Door Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Red Door Wealth Management sold 2,035 United Parcel Service shares in Q4 2024, an estimated $277K.
  • Red Door Wealth Management first reported a position in United Parcel Service in Q1 2020 and held it in 16 quarters.
  • Red Door Wealth Management's United Parcel Service position peaked at $7.81M in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Red Door Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.