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SYSTM Wealth Solutions’s United Parcel Service UPS Stock Holding History

SYSTM Wealth Solutions’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
-18,348
Closed -$2.51M – 604
2024
Q2 		$2.51M Sell
18,348
-21,652
-54% -$3.1M 0.56% 61
2024
Q1 		$5.95M Sell
40,000
-1,974
-5% -$300K 0.75% 29
2023
Q4 		$6.6M Buy
41,974
+2,463
+6% +$372K 0.91% 17
2023
Q3 		$6.16M Sell
39,511
-23,348
-37% -$4.03M 0.95% 15
2023
Q2 		$11.3M Buy
62,859
+2,791
+5% +$496K 1.53% 6
2023
Q1 		$11.7M Sell
60,068
-4,202
-7% -$771K 1.79% 3
2022
Q4 		$11.2M Buy
+64,270
New +$11.1M 1.39% 6

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

SYSTM Wealth Solutions's UPS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 18,348 shares — an estimated $2.51M sold.

SYSTM Wealth Solutions first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $11.7M in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 18,348 United Parcel Service shares in Q3 2024, an estimated $2.51M.
  • SYSTM Wealth Solutions first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's United Parcel Service position peaked at $11.7M in Q1 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.