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 Q3	–	Sell	-200,000	Closed	-$27.4M	–	325
2024 Q2	$27.4M	Buy	+200,000	New	+$28.6M	0.55%	56
2023 Q3	–	Sell	-300,000	Closed	-$53.8M	–	261
2023 Q2	$53.8M	Buy	+300,000	New	+$53.3M	1.51%	12
2022 Q4	–	Sell	-150,000	Closed	-$24.2M	–	271
2022 Q3	$24.2M	Sell	150,000 -100,000	-40%	-$18.9M	0.9%	32
2022 Q2	$45.6M	Buy	+250,000	New	+$45.6M	2.51%	8
2022 Q1	–	Sell	-150,000	Closed	-$32.2M	–	369
2021 Q4	$32.2M	Buy	+150,000	New	+$30.5M	0.69%	42
2020 Q2	–	Sell	-363,700	Closed	-$34M	–	226
2020 Q1	$34M	Buy	+363,700	New	+$37.7M	2.91%	7

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.