Sovran Advisors’s United Parcel Service UPS Stock Holding History

Sovran 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
2025 Q1	–	Sell	-5,239	Closed	-$659K	–	481
2024 Q4	$659K	Buy	+5,239	New	+$690K	0.09%	220

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sovran Advisors's UPS Position: Q1 2025 in Review

Sovran Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 5,239 shares — an estimated $659K sold.

Sovran Advisors first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $659K in Q4 2024. 2,203 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Sovran Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Sovran Advisors sold 5,239 United Parcel Service shares in Q1 2025, an estimated $659K.
Sovran Advisors first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
Sovran Advisors's United Parcel Service position peaked at $659K in Q4 2024.
2,203 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sovran Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.