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

Secure 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
Q1 		– Sell
-2,196
Closed -$345K – 252
2023
Q4 		$345K Buy
2,196
+24
+1% +$3.63K 0.09% 156
2023
Q3 		$339K Buy
2,172
+471
+28% +$81.3K 0.1% 147
2023
Q2 		$305K Sell
1,701
-109
-6% -$19.4K 0.09% 147
2023
Q1 		$351K Buy
1,810
+12
+0.7% +$2.2K 0.12% 136
2022
Q4 		$313K Sell
1,798
-549
-23% -$95K 0.11% 145
2022
Q3 		$379K Sell
2,347
-146
-6% -$27.6K 0.21% 92
2022
Q2 		$455K Sell
2,493
-152
-6% -$27.7K 0.25% 81
2022
Q1 		$567K Sell
2,645
-898
-25% -$191K 0.26% 82
2021
Q4 		$759K Buy
3,543
+501
+16% +$102K 0.31% 55
2021
Q3 		$554K Buy
3,042
+857
+39% +$169K 0.27% 65
2021
Q2 		$454K Sell
2,185
-81
-4% -$16.2K 0.23% 88
2021
Q1 		$385K Sell
2,266
-16
-0.7% -$2.59K 0.21% 100
2020
Q4 		$384K Buy
2,282
+345
+18% +$58.2K 0.23% 93
2020
Q3 		$323K Sell
1,937
-62
-3% -$9.03K 0.22% 102
2020
Q2 		$222K Sell
1,999
-167
-8% -$16.7K 0.16% 143
2020
Q1 		$202K Sell
2,166
-781
-27% -$80.9K 0.22% 104
2019
Q4 		$345K Buy
+2,947
New +$349K 0.24% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Secure Asset Management's UPS Position: Q1 2024 in Review

Secure Asset Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,196 shares — an estimated $345K sold.

Secure Asset Management first reported a position in UPS in Q4 2019 and held it in 17 quarters. The position peaked at $759K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Secure Asset Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 2,196 United Parcel Service shares in Q1 2024, an estimated $345K.
  • Secure Asset Management first reported a position in United Parcel Service in Q4 2019 and held it in 17 quarters.
  • Secure Asset Management's United Parcel Service position peaked at $759K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.