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Sugarloaf Wealth Management’s United Parcel Service UPS Stock Holding History

Sugarloaf Wealth Management’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 		$387K Buy
3,071
+1,843
+150% +$243K 0.07% 112
2024
Q3 		$167K Hold
1,228
– – 0.03% 193
2024
Q2 		$168K Hold
1,228
– – 0.03% 169
2024
Q1 		$183K Hold
1,228
– – 0.04% 161
2023
Q4 		$193K Sell
1,228
-151
-11% -$22.8K 0.05% 139
2023
Q3 		$215K Sell
1,379
-81
-6% -$14K 0.05% 119
2023
Q2 		$262K Sell
1,460
-362
-20% -$64.3K 0.06% 104
2023
Q1 		$354K Sell
1,822
-110
-6% -$20.2K 0.09% 95
2022
Q4 		$336K Sell
1,932
-80
-4% -$13.8K 0.08% 92
2022
Q3 		$325K Buy
2,012
+9
+0.4% +$1.7K 0.08% 93
2022
Q2 		$366K Buy
2,003
+95
+5% +$17.3K 0.09% 87
2022
Q1 		$409K Buy
1,908
+3
+0.2% +$637 0.1% 79
2021
Q4 		$408K Buy
1,905
+52
+3% +$10.6K 0.1% 85
2021
Q3 		$337K Buy
1,853
+2
+0.1% +$395 0.09% 90
2021
Q2 		$385K Buy
1,851
+3
+0.2% +$600 0.1% 82
2021
Q1 		$314 Buy
1,848
+2
+0.1% +$324 0.09% 94
2020
Q4 		$311K Sell
1,846
-18
-1% -$3.04K 0.1% 87
2020
Q3 		$311K Sell
1,864
-97
-5% -$14.1K 0.11% 82
2020
Q2 		$218K Sell
1,961
-196
-9% -$19.6K 0.08% 102
2020
Q1 		$202K Buy
2,157
+623
+41% +$64.5K 0.09% 102
2019
Q4 		$180K Buy
+1,534
New +$182K 0.08% 123

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

Sugarloaf Wealth Management's UPS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its United Parcel Service (UPS) stake by 150% in Q4 2024, buying an estimated $243K and bringing the position to 3,071 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #112.

Sugarloaf Wealth Management first reported a position in UPS in Q4 2019 and has held it in 21 quarters since. The position peaked at $409K in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Sugarloaf Wealth Management held 3,071 shares of United Parcel Service worth $387K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,843 United Parcel Service shares in Q4 2024, an estimated $243K.
  • United Parcel Service made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #112 holding.
  • Sugarloaf Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's United Parcel Service position peaked at $409K in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.