Sather Financial Group’s United Parcel Service UPS Stock Holding History

Sather Financial Group’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	-1,779	Closed	-$224K	–	100
2024 Q4	$224K	Hold	1,779	–	–	0.01%	86
2024 Q3	$243K	Hold	1,779	–	–	0.02%	86
2024 Q2	$243K	Sell	1,779 -200	-10%	-$28.6K	0.02%	78
2024 Q1	$294K	Hold	1,979	–	–	0.02%	79
2023 Q4	$311K	Hold	1,979	–	–	0.02%	72
2023 Q3	$308K	Sell	1,979 -747	-27%	-$129K	0.03%	71
2023 Q2	$489K	Hold	2,726	–	–	0.04%	64
2023 Q1	$529K	Hold	2,726	–	–	0.05%	62
2022 Q4	$474K	Buy	2,726 +747	+38%	+$129K	0.04%	78
2022 Q3	$320K	Hold	1,979	–	–	0.04%	61
2022 Q2	$361K	Hold	1,979	–	–	0.04%	60
2022 Q1	$424K	Buy	1,979 +360	+22%	+$76.5K	0.04%	59
2021 Q4	$347K	Hold	1,619	–	–	0.03%	57
2021 Q3	$295K	Buy	+1,619	New	+$320K	0.03%	66
2018 Q4	–	Sell	-2,224	Closed	-$259K	–	59
2018 Q3	$259K	Hold	2,224	–	–	0.05%	54
2018 Q2	$236K	Hold	2,224	–	–	0.05%	71
2018 Q1	$233K	Buy	+2,224	New	+$257K	0.05%	71

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

Sather Financial Group's UPS Position: Q1 2025 in Review

Sather Financial Group sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,779 shares — an estimated $224K sold.

Sather Financial Group first reported a position in UPS in Q1 2018 and held it in 17 quarters. The position peaked at $529K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Sather Financial Group reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Sather Financial Group sold 1,779 United Parcel Service shares in Q1 2025, an estimated $224K.
Sather Financial Group first reported a position in United Parcel Service in Q1 2018 and held it in 17 quarters.
Sather Financial Group's United Parcel Service position peaked at $529K in Q1 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sather Financial Group's 13F filing for Q1 2025, filed 7 May 2025.