SFI
UPS icon

SPC Financial Inc’s United Parcel Service UPS Stock Holding History

SPC Financial Inc’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
-8,234
Closed -$1.12M – 274
2024
Q3 		$1.12M Sell
8,234
-142
-2% -$18.6K 0.1% 102
2024
Q2 		$1.15M Sell
8,376
-29
-0.3% -$4.15K 0.11% 96
2024
Q1 		$1.25M Buy
8,405
+2,868
+52% +$436K 0.12% 95
2023
Q4 		$871K Sell
5,537
-2,881
-34% -$436K 0.09% 103
2023
Q3 		$1.31M Sell
8,418
-329
-4% -$56.8K 0.15% 79
2023
Q2 		$1.57M Sell
8,747
-424
-5% -$75.3K 0.17% 73
2023
Q1 		$1.78M Buy
+9,171
New +$1.68M 0.2% 68

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 $1.6B AUM 20.7% 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

SPC Financial Inc's UPS Position: Q4 2024 in Review

SPC Financial Inc sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 8,234 shares — an estimated $1.12M sold.

SPC Financial Inc first reported a position in UPS in Q1 2023 and held it in 7 quarters. The position peaked at $1.78M in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • SPC Financial Inc reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • SPC Financial Inc sold 8,234 United Parcel Service shares in Q4 2024, an estimated $1.12M.
  • SPC Financial Inc first reported a position in United Parcel Service in Q1 2023 and held it in 7 quarters.
  • SPC Financial Inc's United Parcel Service position peaked at $1.78M in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on SPC Financial Inc's 13F filing for Q4 2024, filed 6 Feb 2025.