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Schrum Private Wealth Management’s United Parcel Service UPS Stock Holding History

Schrum Private Wealth Management’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
-2,924
Closed -$399K – 166
2024
Q3 		$399K Buy
2,924
+1,100
+60% +$144K 0.21% 111
2024
Q2 		$250K Sell
1,824
-31
-2% -$4.44K 0.23% 106
2024
Q1 		$276K Buy
1,855
+256
+16% +$38.9K 0.25% 99
2023
Q4 		$251K Sell
1,599
-306
-16% -$46.3K 0.36% 74
2023
Q3 		$297K Buy
1,905
+5
+0.3% +$863 0.34% 76
2023
Q2 		$341K Buy
1,900
+4
+0.2% +$710 0.37% 69
2023
Q1 		$368K Sell
1,896
-38
-2% -$6.97K 0.42% 64
2022
Q4 		$336K Sell
1,934
-144
-7% -$24.9K 0.4% 70
2022
Q3 		$336K Buy
2,078
+68
+3% +$12.9K 0.42% 69
2022
Q2 		$367K Sell
2,010
-60
-3% -$10.9K 0.41% 69
2022
Q1 		$391K Buy
2,070
+4
+0.2% +$850 0.39% 74
2021
Q4 		$445K Buy
+2,066
New +$420K 0.41% 70

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

Schrum Private Wealth Management's UPS Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,924 shares — an estimated $399K sold.

Schrum Private Wealth Management first reported a position in UPS in Q4 2021 and held it in 12 quarters. The position peaked at $445K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 2,924 United Parcel Service shares in Q4 2024, an estimated $399K.
  • Schrum Private Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 12 quarters.
  • Schrum Private Wealth Management's United Parcel Service position peaked at $445K in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.