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SKBA Capital Management’s United Parcel Service UPS Stock Holding History

SKBA Capital 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
-2,000
Closed -$314K – 79
2023
Q4 		$314K Sell
2,000
-550
-22% -$83.2K 0.05% 65
2023
Q3 		$397K Hold
2,550
– – 0.07% 60
2023
Q2 		$457K Hold
2,550
– – 0.08% 61
2023
Q1 		$495K Hold
2,550
– – 0.09% 58
2022
Q4 		$443K Hold
2,550
– – 0.08% 57
2022
Q3 		$412K Hold
2,550
– – 0.09% 55
2022
Q2 		$465K Buy
2,550
+350
+16% +$63.8K 0.09% 58
2022
Q1 		$472K Buy
2,200
+50
+2% +$10.6K 0.09% 60
2021
Q4 		$461K Sell
2,150
-500
-19% -$102K 0.09% 61
2021
Q3 		$483K Sell
2,650
-5,570
-68% -$1.1M 0.1% 61
2021
Q2 		$1.71M Sell
8,220
-33,800
-80% -$6.76M 0.33% 52
2021
Q1 		$7.14M Sell
42,020
-2,550
-6% -$412K 1.13% 45
2020
Q4 		$7.51M Buy
44,570
+100
+0.2% +$16.9K 1.26% 43
2020
Q3 		$7.41M Buy
+44,470
New +$6.47M 1.48% 34
2015
Q2 		– Sell
-50,650
Closed -$4.91M – 90
2015
Q1 		$4.91M Sell
50,650
-129,710
-72% -$13.3M 0.38% 64
2014
Q4 		$20.1M Sell
180,360
-38,400
-18% -$4.05M 1.54% 30
2014
Q3 		$21.5M Buy
218,760
+10,900
+5% +$1.08M 1.78% 28
2014
Q2 		$21.3M Buy
207,860
+1,300
+0.6% +$131K 1.89% 24
2014
Q1 		$20.1M Buy
206,560
+41,800
+25% +$4.07M 1.87% 23
2013
Q4 		$17.3M Sell
164,760
-4,600
-3% -$453K 2.02% 19
2013
Q3 		$15.5M Sell
169,360
-5,200
-3% -$457K 1.88% 19
2013
Q2 		$15.1M Buy
+174,560
New +$15M 1.78% 19

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

SKBA Capital Management's UPS Position: Q1 2024 in Review

SKBA Capital Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,000 shares — an estimated $314K sold.

SKBA Capital Management first reported a position in UPS in Q2 2013 and held it in 22 quarters. The position peaked at $21.5M in Q3 2014. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • SKBA Capital Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • SKBA Capital Management sold 2,000 United Parcel Service shares in Q1 2024, an estimated $314K.
  • SKBA Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 22 quarters.
  • SKBA Capital Management's United Parcel Service position peaked at $21.5M in Q3 2014.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on SKBA Capital Management's 13F filing for Q1 2024, filed 13 May 2024.