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Schechter Investment Advisors’s United Parcel Service UPS Stock Holding History

Schechter Investment 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
2025
Q1 		$557K Sell
5,067
-526
-9% -$62.9K 0.05% 340
2024
Q4 		$705K Sell
5,593
-412
-7% -$54.2K 0.05% 310
2024
Q3 		$819K Sell
6,005
-2,124
-26% -$279K 0.06% 290
2024
Q2 		$1.11M Buy
8,129
+2,073
+34% +$297K 0.08% 217
2024
Q1 		$900K Sell
6,056
-1,427
-19% -$217K 0.07% 266
2023
Q4 		$1.18M Buy
7,483
+586
+8% +$88.6K 0.1% 201
2023
Q3 		$1.07M Sell
6,897
-858
-11% -$148K 0.1% 209
2023
Q2 		$1.39M Sell
7,755
-717
-8% -$127K 0.12% 178
2023
Q1 		$1.64M Sell
8,472
-853
-9% -$156K 0.15% 151
2022
Q4 		$1.62M Buy
9,325
+750
+9% +$130K 0.15% 157
2022
Q3 		$1.39M Sell
8,575
-207
-2% -$39.2K 0.14% 192
2022
Q2 		$1.6M Sell
8,782
-1,130
-11% -$206K 0.16% 135
2022
Q1 		$2.13M Buy
9,912
+32
+0.3% +$6.8K 0.2% 96
2021
Q4 		$2.12M Buy
+9,880
New +$2.01M 0.19% 107

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

Schechter Investment Advisors's UPS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its United Parcel Service (UPS) stake by 9.4% in Q1 2025, selling an estimated $62.9K and leaving 5,067 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #340.

Schechter Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.13M in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Schechter Investment Advisors held 5,067 shares of United Parcel Service worth $557K as of Q1 2025.
  • Schechter Investment Advisors sold 526 United Parcel Service shares in Q1 2025, an estimated $62.9K.
  • United Parcel Service made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #340 holding.
  • Schechter Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's United Parcel Service position peaked at $2.13M in Q1 2022.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.