River Street Advisors’s United Parcel Service UPS Stock Holding History

River Street 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	–	Sell	-3,737	Closed	-$510K	–	151
2024 Q3	$510K	Sell	3,737 -142	-4%	-$18.6K	0.28%	89
2024 Q2	$531K	Sell	3,879 -22	-0.6%	-$3.15K	0.33%	85
2024 Q1	$580K	Buy	3,901 +292	+8%	+$44.4K	0.39%	74
2023 Q4	$567K	Buy	3,609 +106	+3%	+$16K	0.45%	65
2023 Q3	$546K	Buy	3,503 +223	+7%	+$38.5K	0.52%	60
2023 Q2	$588K	Buy	3,280 +12	+0.4%	+$2.13K	0.56%	56
2023 Q1	$634K	Buy	3,268 +169	+5%	+$31K	0.62%	52
2022 Q4	$539K	Buy	+3,099	New	+$536K	0.58%	59

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

River Street Advisors's UPS Position: Q4 2024 in Review

River Street Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 3,737 shares — an estimated $510K sold.

River Street Advisors first reported a position in UPS in Q4 2022 and held it in 8 quarters. The position peaked at $634K in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

River Street Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
River Street Advisors sold 3,737 United Parcel Service shares in Q4 2024, an estimated $510K.
River Street Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 8 quarters.
River Street Advisors's United Parcel Service position peaked at $634K in Q1 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on River Street Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.