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Sapient Capital’s United Parcel Service UPS Stock Holding History

Sapient Capital’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
-1,891
Closed -$258K – 411
2024
Q3 		$258K Sell
1,891
-36
-2% -$4.73K 0.01% 339
2024
Q2 		$264K Buy
1,927
+63
+3% +$9.02K 0.01% 305
2024
Q1 		$277K Sell
1,864
-129
-6% -$19.6K 0.01% 306
2023
Q4 		$313K Buy
+1,993
New +$301K 0.01% 284

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

Sapient Capital's UPS Position: Q4 2024 in Review

Sapient Capital sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,891 shares — an estimated $258K sold.

Sapient Capital first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $313K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Sapient Capital reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Sapient Capital sold 1,891 United Parcel Service shares in Q4 2024, an estimated $258K.
  • Sapient Capital first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
  • Sapient Capital's United Parcel Service position peaked at $313K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Sapient Capital's 13F filing for Q4 2024, filed 29 Jan 2025.