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STAR Financial Bank’s United Parcel Service UPS Stock Holding History

STAR Financial Bank’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
-1,949
Closed -$266K – 123
2024
Q3 		$266K Sell
1,949
-274
-12% -$36K 0.18% 103
2024
Q2 		$304K Sell
2,223
-635
-22% -$90.9K 0.23% 90
2024
Q1 		$425K Hold
2,858
– – 0.36% 66
2023
Q4 		$449K Buy
2,858
+9
+0.3% +$1.36K 0.41% 60
2023
Q3 		$444K Sell
2,849
-203
-7% -$35K 0.46% 54
2023
Q2 		$547K Buy
3,052
+8
+0.3% +$1.42K 0.51% 48
2023
Q1 		$591K Sell
3,044
-66
-2% -$12.1K 0.57% 44
2022
Q4 		$541K Buy
+3,110
New +$538K 0.54% 48

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

STAR Financial Bank's UPS Position: Q4 2024 in Review

STAR Financial Bank sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,949 shares — an estimated $266K sold.

STAR Financial Bank first reported a position in UPS in Q4 2022 and held it in 8 quarters. The position peaked at $591K in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • STAR Financial Bank reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • STAR Financial Bank sold 1,949 United Parcel Service shares in Q4 2024, an estimated $266K.
  • STAR Financial Bank first reported a position in United Parcel Service in Q4 2022 and held it in 8 quarters.
  • STAR Financial Bank's United Parcel Service position peaked at $591K in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on STAR Financial Bank's 13F filing for Q4 2024, filed 14 Feb 2025.