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Signature Estate & Investment Advisors’s United Parcel Service UPS Stock Holding History

Signature Estate & Investment Advisors’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
-1,638
Closed -$223K – 565
2024
Q3 		$223K Buy
1,638
+6
+0.4% +$788 0.01% 478
2024
Q2 		$223K Buy
+1,632
New +$234K 0.01% 464

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

Signature Estate & Investment Advisors's UPS Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,638 shares — an estimated $223K sold.

Signature Estate & Investment Advisors first reported a position in UPS in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,638 United Parcel Service shares in Q4 2024, an estimated $223K.
  • Signature Estate & Investment Advisors first reported a position in United Parcel Service in Q2 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's United Parcel Service position peaked at $223K in Q3 2024.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.