RF
UPS icon

Robbins Farley’s United Parcel Service UPS Stock Holding History

Robbins Farley’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
-127
Closed -$19.8K – 196
2023
Q3 		$19.8K Hold
127
– – 0.01% 99
2023
Q2 		$22.8K Hold
127
– – 0.02% 88
2023
Q1 		$24.6K Hold
127
– – 0.02% 93
2022
Q4 		$22.1K Hold
127
– – 0.02% 85
2022
Q3 		$21K Hold
127
– – 0.02% 79
2022
Q2 		$23K Hold
127
– – 0.02% 59
2022
Q1 		$27K Sell
127
-75
-37% -$15.9K 0.02% 67
2021
Q4 		$43K Hold
202
– – 0.03% 60
2021
Q3 		$37K Hold
202
– – 0.03% 69
2021
Q2 		$42K Hold
202
– – 0.05% 41
2021
Q1 		$44K Buy
+202
New +$32.7K 0.04% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robbins Farley's UPS Position: Q4 2023 in Review

Robbins Farley sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 127 shares — an estimated $19.8K sold.

Robbins Farley first reported a position in UPS in Q1 2021 and held it in 11 quarters. The position peaked at $44K in Q1 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Robbins Farley reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Robbins Farley sold 127 United Parcel Service shares in Q4 2023, an estimated $19.8K.
  • Robbins Farley first reported a position in United Parcel Service in Q1 2021 and held it in 11 quarters.
  • Robbins Farley's United Parcel Service position peaked at $44K in Q1 2021.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Robbins Farley's 13F filing for Q4 2023, filed 1 Feb 2024.