Ritter Daniher Financial Advisory’s United Parcel Service UPS Stock Holding History

Ritter Daniher Financial Advisory’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
2025 Q1	–	Sell	-50	Closed	-$6.3K	–	328
2024 Q4	$6.3K	Sell	50 -50	-50%	-$6.58K	﹤0.01%	259
2024 Q3	$13.6K	Hold	100	–	–	﹤0.01%	224
2024 Q2	$13.7K	Hold	100	–	–	﹤0.01%	214
2024 Q1	$14.9K	Hold	100	–	–	﹤0.01%	207
2023 Q4	$15.7K	Hold	100	–	–	0.01%	207
2023 Q3	$15.6K	Hold	100	–	–	0.01%	206
2023 Q2	$17.9K	Hold	100	–	–	0.01%	186
2023 Q1	$19.4K	Buy	100 +50	+100%	+$9.17K	0.01%	178
2022 Q4	$8.69K	Hold	50	–	–	﹤0.01%	211
2022 Q3	$8K	Hold	50	–	–	0.01%	185
2022 Q2	$9K	Hold	50	–	–	0.01%	177
2022 Q1	$11K	Hold	50	–	–	0.01%	168
2021 Q4	$11K	Hold	50	–	–	0.01%	160
2021 Q3	$9K	Hold	50	–	–	0.01%	167
2021 Q2	$10K	Hold	50	–	–	0.01%	157
2021 Q1	$8K	Hold	50	–	–	0.01%	155
2020 Q4	$8K	Buy	+50	New	+$8.44K	0.01%	148

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's UPS Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 50 shares — an estimated $6.3K sold.

Ritter Daniher Financial Advisory first reported a position in UPS in Q4 2020 and held it in 17 quarters. The position peaked at $19.4K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 50 United Parcel Service shares in Q1 2025, an estimated $6.3K.
Ritter Daniher Financial Advisory first reported a position in United Parcel Service in Q4 2020 and held it in 17 quarters.
Ritter Daniher Financial Advisory's United Parcel Service position peaked at $19.4K in Q1 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.