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Stokes Family Office’s United Parcel Service UPS Stock Holding History

Stokes Family Office’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
Q1 		– Sell
-1,291
Closed -$203K – 231
2023
Q4 		$203K Sell
1,291
-563
-30% -$85.1K 0.03% 212
2023
Q3 		$289K Buy
1,854
+18
+1% +$3.11K 0.03% 252
2023
Q2 		$329K Sell
1,836
-165
-8% -$29.3K 0.04% 227
2023
Q1 		$388K Buy
2,001
+137
+7% +$25.1K 0.05% 196
2022
Q4 		$324K Sell
1,864
-59
-3% -$10.2K 0.04% 208
2022
Q3 		$311K Buy
1,923
+20
+1% +$3.79K 0.04% 204
2022
Q2 		$347K Sell
1,903
-100
-5% -$18.2K 0.05% 193
2022
Q1 		$430K Buy
2,003
+172
+9% +$36.5K 0.06% 174
2021
Q4 		$392K Buy
1,831
+26
+1% +$5.29K 0.05% 166
2021
Q3 		$329K Buy
1,805
+26
+1% +$5.13K 0.05% 178
2021
Q2 		$370K Buy
1,779
+75
+4% +$15K 0.05% 162
2021
Q1 		$290K Buy
1,704
+23
+1% +$3.72K 0.05% 166
2020
Q4 		$283K Buy
1,681
+297
+21% +$50.1K 0.06% 140
2020
Q3 		$231K Buy
+1,384
New +$201K 0.05% 137

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stokes Family Office's UPS Position: Q1 2024 in Review

Stokes Family Office sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,291 shares — an estimated $203K sold.

Stokes Family Office first reported a position in UPS in Q3 2020 and held it in 14 quarters. The position peaked at $430K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Stokes Family Office reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Stokes Family Office sold 1,291 United Parcel Service shares in Q1 2024, an estimated $203K.
  • Stokes Family Office first reported a position in United Parcel Service in Q3 2020 and held it in 14 quarters.
  • Stokes Family Office's United Parcel Service position peaked at $430K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Stokes Family Office's 13F filing for Q1 2024, filed 6 May 2024.