Silvia McColl Wealth Management’s United Parcel Service UPS Stock Holding History

Silvia McColl Wealth 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 Q4	–	Sell	-1,536	Closed	-$209K	–	108
2024 Q3	$209K	Hold	1,536	–	–	0.16%	106
2024 Q2	$210K	Sell	1,536 -133	-8%	-$19K	0.17%	104
2024 Q1	$246K	Buy	1,669 +133	+9%	+$20.2K	0.21%	90
2023 Q4	$242K	Sell	1,536 -130	-8%	-$19.7K	0.22%	87
2023 Q3	$260K	Hold	1,666	–	–	0.26%	81
2023 Q2	$299K	Sell	1,666 -35	-2%	-$6.21K	0.28%	80
2023 Q1	$330K	Hold	1,701	–	–	0.33%	74
2022 Q4	$296K	Buy	+1,701	New	+$294K	0.29%	81

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silvia McColl Wealth Management's UPS Position: Q4 2024 in Review

Silvia McColl Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,536 shares — an estimated $209K sold.

Silvia McColl Wealth Management first reported a position in UPS in Q4 2022 and held it in 8 quarters. The position peaked at $330K in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Silvia McColl Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Silvia McColl Wealth Management sold 1,536 United Parcel Service shares in Q4 2024, an estimated $209K.
Silvia McColl Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 8 quarters.
Silvia McColl Wealth Management's United Parcel Service position peaked at $330K in Q1 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Silvia McColl Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.