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Shulman DeMeo Asset Management’s United Parcel Service UPS Stock Holding History

Shulman DeMeo 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
-8,908
Closed -$1.4M – 136
2023
Q4 		$1.4M Buy
8,908
+11
+0.1% +$1.66K 0.4% 20
2023
Q3 		$1.39M Sell
8,897
-95
-1% -$16.4K 0.46% 17
2023
Q2 		$1.61M Sell
8,992
-192
-2% -$34.1K 0.48% 17
2023
Q1 		$1.78M Buy
9,184
+32
+0.3% +$5.87K 0.56% 15
2022
Q4 		$1.59M Sell
9,152
-61
-0.7% -$10.6K 0.53% 18
2022
Q3 		$1.49M Sell
9,213
-93
-1% -$17.6K 0.53% 17
2022
Q2 		$1.7M Buy
9,306
+153
+2% +$27.9K 0.56% 16
2022
Q1 		$1.96M Buy
9,153
+28
+0.3% +$5.95K 0.54% 16
2021
Q4 		$1.96M Buy
9,125
+59
+0.7% +$12K 0.51% 18
2021
Q3 		$1.65M Buy
+9,066
New +$1.79M 1.43% 10
2021
Q2 		– Sell
-9,153
Closed -$1.56M – 134
2021
Q1 		$1.56M Buy
9,153
+390
+4% +$63.1K 0.42% 26
2020
Q4 		$1.48M Buy
8,763
+395
+5% +$66.7K 0.42% 27
2020
Q3 		$1.39M Sell
8,368
-189
-2% -$27.5K 0.47% 23
2020
Q2 		$951K Buy
8,557
+163
+2% +$16.3K 0.37% 33
2020
Q1 		$784K Sell
8,394
-261
-3% -$27K 0.36% 34
2019
Q4 		$1.01M Buy
8,655
+312
+4% +$36.9K 0.35% 35
2019
Q3 		$1M Buy
8,343
+448
+6% +$51.2K 0.34% 34
2019
Q2 		$815K Buy
7,895
+236
+3% +$24.5K 0.3% 37
2019
Q1 		$856K Buy
+7,659
New +$812K 0.33% 33

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

Shulman DeMeo Asset Management's UPS Position: Q1 2024 in Review

Shulman DeMeo Asset Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 8,908 shares — an estimated $1.4M sold.

Shulman DeMeo Asset Management first reported a position in UPS in Q1 2019 and held it in 19 quarters. The position peaked at $1.96M in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Shulman DeMeo Asset Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 8,908 United Parcel Service shares in Q1 2024, an estimated $1.4M.
  • Shulman DeMeo Asset Management first reported a position in United Parcel Service in Q1 2019 and held it in 19 quarters.
  • Shulman DeMeo Asset Management's United Parcel Service position peaked at $1.96M in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2024, filed 16 Apr 2024.