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SpiderRock Advisors’s United Parcel Service UPS Stock Holding History

SpiderRock 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
2024
Q3 		$24.6M Buy
180,311
+48,433
+37% +$6.36M 0.39% 44
2024
Q2 		$18M Buy
131,878
+53,090
+67% +$7.6M 0.36% 50
2024
Q1 		$12M Buy
+78,788
New +$12M 0.3% 60
2017
Q1 		– Hold
0
– – – 857

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

SpiderRock Advisors's UPS Position: Q3 2024 in Review

SpiderRock Advisors increased its United Parcel Service (UPS) stake by 37% in Q3 2024, buying an estimated $6.36M and bringing the position to 180,311 shares worth $24.6M. The position accounts for 0.39% of the portfolio, ranked #44.

SpiderRock Advisors first reported a position in UPS in Q1 2024 and has held it in 3 quarters since. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • SpiderRock Advisors held 180,311 shares of United Parcel Service worth $24.6M as of Q3 2024.
  • SpiderRock Advisors bought 48,433 United Parcel Service shares in Q3 2024, an estimated $6.36M.
  • United Parcel Service made up 0.39% of SpiderRock Advisors's portfolio in Q3 2024, its #44 holding.
  • SpiderRock Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 3 quarters since.
  • 2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.