Stamos Capital Partners’s United Parcel Service UPS Stock Holding History

Stamos Capital Partners’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	–	Sell	-18,580	Closed	-$2.54M	–	137
2024 Q2	$2.54M	Buy	18,580 +1,710	+10%	+$245K	0.54%	47
2024 Q1	$2.51M	Buy	16,870 +1,470	+10%	+$223K	0.57%	46
2023 Q4	$2.42M	Sell	15,400 -3,360	-18%	-$508K	0.66%	45
2023 Q3	$2.92M	Hold	18,760	–	–	0.65%	47
2023 Q2	$3.36M	Buy	18,760 +2,360	+14%	+$419K	0.79%	36
2023 Q1	$3.18M	Buy	16,400 +1,050	+7%	+$193K	0.82%	30
2022 Q4	$2.67M	Buy	15,350 +11,660	+316%	+$2.02M	0.84%	49
2022 Q3	$596K	Buy	3,690 +2,310	+167%	+$437K	0.15%	109
2022 Q2	$252K	Sell	1,380 -8,420	-86%	-$1.54M	0.08%	98
2022 Q1	$2.1M	Buy	+9,800	New	+$2.08M	0.7%	38
2020 Q2	–	Sell	-5,385	Closed	-$503K	–	83
2020 Q1	$503K	Buy	+5,385	New	+$558K	0.26%	73

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

Stamos Capital Partners's UPS Position: Q3 2024 in Review

Stamos Capital Partners sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 18,580 shares — an estimated $2.54M sold.

Stamos Capital Partners first reported a position in UPS in Q1 2020 and held it in 11 quarters. The position peaked at $3.36M in Q2 2023. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Stamos Capital Partners reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Stamos Capital Partners sold 18,580 United Parcel Service shares in Q3 2024, an estimated $2.54M.
Stamos Capital Partners first reported a position in United Parcel Service in Q1 2020 and held it in 11 quarters.
Stamos Capital Partners's United Parcel Service position peaked at $3.36M in Q2 2023.
2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Stamos Capital Partners's 13F filing for Q3 2024, filed 13 Nov 2024.