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	$6.49M	Buy	47,600 +35,400	+290%	+$4.65M	0.1%	149
2024 Q2	$1.67M	Buy	12,200 +1,800	+17%	+$258K	0.03%	309
2024 Q1	$1.58M	Buy	+10,400	New	+$1.58M	0.04%	311
2023 Q4	–	Hold	0	–	–	–	133
2023 Q3	–	Hold	0	–	–	–	81
2023 Q2	–	Hold	0	–	–	–	53
2023 Q1	–	Hold	0	–	–	–	58
2022 Q4	–	Hold	0	–	–	–	60
2022 Q3	–	Hold	0	–	–	–	61
2022 Q2	–	Hold	0	–	–	–	87
2020 Q1	–	Hold	0	–	-$36K	–	152
2019 Q4	–	Hold	0	–	–	–	28
2019 Q3	–	Hold	0	–	–	–	51
2019 Q2	–	Hold	0	–	–	–	32
2019 Q1	–	Hold	0	–	–	–	9
2018 Q4	–	Hold	0	–	–	–	4
2017 Q4	–	Hold	0	–	-$1K	–	391
2017 Q3	–	Hold	0	–	–	–	688

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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. 2,160 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.
2,160 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.