STALEY CAPITAL ADVISERS’s United Parcel Service UPS Stock Holding History

STALEY CAPITAL ADVISERS’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	-1,581	Closed	-$216K	–	184
2024 Q3	$216K	Hold	1,581	–	–	0.01%	173
2024 Q2	$216K	Sell	1,581 -9	-0.6%	-$1.29K	0.01%	168
2024 Q1	$236K	Hold	1,590	–	–	0.01%	163
2023 Q4	$250K	Sell	1,590 -314	-16%	-$47.5K	0.01%	162
2023 Q3	$297K	Buy	1,904 +14	+0.7%	+$2.42K	0.02%	149
2023 Q2	$339K	Buy	1,890 +9	+0.5%	+$1.6K	0.02%	147
2023 Q1	$365K	Hold	1,881	–	–	0.02%	140
2022 Q4	$327K	Sell	1,881 -60	-3%	-$10.4K	0.02%	135
2022 Q3	$314K	Buy	1,941 +60	+3%	+$11.4K	0.02%	136
2022 Q2	$343K	Buy	1,881 +1	+0.1%	+$182	0.02%	133
2022 Q1	$403K	Hold	1,880	–	–	0.02%	132
2021 Q4	$403K	Hold	1,880	–	–	0.02%	136
2021 Q3	$342K	Hold	1,880	–	–	0.02%	142
2021 Q2	$391K	Hold	1,880	–	–	0.02%	134
2021 Q1	$320K	Hold	1,880	–	–	0.02%	146
2020 Q4	$317K	Hold	1,880	–	–	0.02%	142
2020 Q3	$313K	Hold	1,880	–	–	0.02%	131
2020 Q2	$209K	Buy	+1,880	New	+$188K	0.02%	147
2020 Q1	–	Sell	-1,880	Closed	-$220K	–	172
2019 Q4	$220K	Hold	1,880	–	–	0.01%	166
2019 Q3	$225K	Buy	+1,880	New	+$215K	0.02%	157

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

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

STALEY CAPITAL ADVISERS's UPS Position: Q4 2024 in Review

STALEY CAPITAL ADVISERS sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,581 shares — an estimated $216K sold.

STALEY CAPITAL ADVISERS first reported a position in UPS in Q3 2019 and held it in 20 quarters. The position peaked at $403K in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

STALEY CAPITAL ADVISERS reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 1,581 United Parcel Service shares in Q4 2024, an estimated $216K.
STALEY CAPITAL ADVISERS first reported a position in United Parcel Service in Q3 2019 and held it in 20 quarters.
STALEY CAPITAL ADVISERS's United Parcel Service position peaked at $403K in Q1 2022.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q4 2024, filed 7 Feb 2025.