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Signal Advisors Wealth’s United Parcel Service UPS Stock Holding History

Signal Advisors Wealth’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
-2,440
Closed -$333K – 455
2024
Q3 		$333K Buy
+2,440
New +$320K 0.05% 329

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

Signal Advisors Wealth's UPS Position: Q4 2024 in Review

Signal Advisors Wealth sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,440 shares — an estimated $333K sold.

Signal Advisors Wealth first reported a position in UPS in Q3 2024 and held it in 1 quarter. The position peaked at $333K in Q3 2024. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Signal Advisors Wealth reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Signal Advisors Wealth sold 2,440 United Parcel Service shares in Q4 2024, an estimated $333K.
  • Signal Advisors Wealth first reported a position in United Parcel Service in Q3 2024 and held it in 1 quarter.
  • Signal Advisors Wealth's United Parcel Service position peaked at $333K in Q3 2024.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Signal Advisors Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.