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Scopus Asset Management’s United Parcel Service UPS Stock Holding History

Scopus Asset 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
-375,000
Closed -$51.1M – 308
2024
Q3 		$51.1M Buy
375,000
+240,000
+178% +$31.5M 0.91% 28
2024
Q2 		$18.5M Buy
+135,000
New +$19.3M 0.37% 91
2022
Q4 		– Sell
-175,000
Closed -$28.3M – 270
2022
Q3 		$28.3M Buy
+175,000
New +$33.1M 1.05% 24
2022
Q1 		– Sell
-406,800
Closed -$87.2M – 368
2021
Q4 		$87.2M Buy
406,800
+381,800
+1,527% +$77.7M 1.87% 5
2021
Q3 		$4.55M Buy
+25,000
New +$4.93M 0.08% 226
2020
Q2 		– Sell
-327,302
Closed -$30.6M – 225
2020
Q1 		$30.6M Buy
327,302
+247,302
+309% +$25.6M 2.62% 8
2019
Q4 		$9.37M Sell
80,000
-66,412
-45% -$7.86M 0.3% 100
2019
Q3 		$17.5M Buy
+146,412
New +$16.7M 0.57% 57
2019
Q2 		– Sell
-150,000
Closed -$16.8M – 222
2019
Q1 		$16.8M Buy
+150,000
New +$15.9M 0.49% 74
2018
Q2 		– Sell
-465,000
Closed -$48.7M – 383
2018
Q1 		$48.7M Buy
+465,000
New +$53.7M 0.45% 64
2017
Q4 		– Sell
-756,411
Closed -$90.8M – 364
2017
Q3 		$90.8M Buy
+756,411
New +$86M 0.94% 29
2015
Q3 		– Sell
-88,248
Closed -$8.55M – 223
2015
Q2 		$8.55M Buy
+88,248
New +$8.77M 0.15% 143

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 $1.88B AUM 29.07% 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

Scopus Asset Management's UPS Position: Q4 2024 in Review

Scopus Asset Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 375,000 shares — an estimated $51.1M sold.

Scopus Asset Management first reported a position in UPS in Q2 2015 and held it in 12 quarters. The position peaked at $90.8M in Q3 2017. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Scopus Asset Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Scopus Asset Management sold 375,000 United Parcel Service shares in Q4 2024, an estimated $51.1M.
  • Scopus Asset Management first reported a position in United Parcel Service in Q2 2015 and held it in 12 quarters.
  • Scopus Asset Management's United Parcel Service position peaked at $90.8M in Q3 2017.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Scopus Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.