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Signet Financial Management’s United Parcel Service UPS Stock Holding History

Signet Financial 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
-2,994
Closed -$471K – 285
2023
Q4 		$471K Sell
2,994
-332
-10% -$50.2K 0.07% 193
2023
Q3 		$518K Sell
3,326
-480
-13% -$82.9K 0.09% 181
2023
Q2 		$682K Sell
3,806
-289
-7% -$51.3K 0.11% 170
2023
Q1 		$794K Buy
4,095
+28
+0.7% +$5.14K 0.13% 161
2022
Q4 		$707K Sell
4,067
-166
-4% -$28.7K 0.13% 162
2022
Q3 		$684K Sell
4,233
-58
-1% -$11K 0.13% 149
2022
Q2 		$783K Sell
4,291
-156
-4% -$28.5K 0.15% 142
2022
Q1 		$954K Sell
4,447
-27
-0.6% -$5.74K 0.16% 136
2021
Q4 		$959K Buy
4,474
+39
+0.9% +$7.93K 0.15% 130
2021
Q3 		$808K Buy
+4,435
New +$875K 0.14% 136
2021
Q2 		– Sell
-4,731
Closed -$804K – 226
2021
Q1 		$804K Buy
4,731
+232
+5% +$37.5K 0.15% 135
2020
Q4 		$758K Sell
4,499
-129
-3% -$21.8K 0.15% 131
2020
Q3 		$752K Sell
4,628
-23
-0.5% -$3.35K 0.17% 123
2020
Q2 		$742K Buy
4,651
+525
+13% +$52.4K 0.17% 116
2020
Q1 		$383K Buy
+4,126
New +$427K 0.09% 178
2018
Q4 		– Sell
-75
Closed -$9K – 793
2018
Q3 		$9K Hold
75
– – ﹤0.01% 654
2018
Q2 		$8K Hold
75
– – ﹤0.01% 656
2018
Q1 		$8K Buy
+75
New +$8.67K ﹤0.01% 612

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

Signet Financial Management's UPS Position: Q1 2024 in Review

Signet Financial Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,994 shares — an estimated $471K sold.

Signet Financial Management first reported a position in UPS in Q1 2018 and held it in 18 quarters. The position peaked at $959K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Signet Financial Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Signet Financial Management sold 2,994 United Parcel Service shares in Q1 2024, an estimated $471K.
  • Signet Financial Management first reported a position in United Parcel Service in Q1 2018 and held it in 18 quarters.
  • Signet Financial Management's United Parcel Service position peaked at $959K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Signet Financial Management's 13F filing for Q1 2024, filed 15 Apr 2024.