Regents of the University of California’s United Parcel Service UPS Stock Holding History

Regents of the University of California’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 Q2	–	Sell	-1,350	Closed	-$201K	–	24
2024 Q1	$201K	Hold	1,350	–	–	0.06%	26
2023 Q4	$212K	Hold	1,350	–	–	0.03%	26
2023 Q3	$210K	Hold	1,350	–	–	0.03%	26
2023 Q2	$242K	Hold	1,350	–	–	0.03%	27
2023 Q1	$262K	Hold	1,350	–	–	0.05%	26
2022 Q4	$235K	Hold	1,350	–	–	0.04%	29
2022 Q3	$218K	Hold	1,350	–	–	0.04%	35
2022 Q2	$246K	Hold	1,350	–	–	0.05%	30
2022 Q1	$290K	Hold	1,350	–	–	0.04%	39
2021 Q4	$289K	Hold	1,350	–	–	0.04%	39
2021 Q3	$246K	Hold	1,350	–	–	0.03%	35
2021 Q2	$281K	Hold	1,350	–	–	0.04%	33
2021 Q1	$229K	Hold	1,350	–	–	0.03%	31
2020 Q4	$227K	Hold	1,350	–	–	0.03%	28
2020 Q3	$225K	Buy	+1,350	New	+$197K	0.03%	27

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regents of the University of California's UPS Position: Q2 2024 in Review

Regents of the University of California sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,350 shares — an estimated $201K sold.

Regents of the University of California first reported a position in UPS in Q3 2020 and held it in 15 quarters. The position peaked at $290K in Q1 2022. 2,175 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Regents of the University of California reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Regents of the University of California sold 1,350 United Parcel Service shares in Q2 2024, an estimated $201K.
Regents of the University of California first reported a position in United Parcel Service in Q3 2020 and held it in 15 quarters.
Regents of the University of California's United Parcel Service position peaked at $290K in Q1 2022.
2,175 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Regents of the University of California's 13F filing for Q2 2024, filed 13 Aug 2024.