Tacita Capital’s United Parcel Service UPS Stock Holding History

Tacita Capital’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 Q2	–	Sell	-365	Closed	-$54.3K	–	219
2024 Q1	$54.3K	Hold	365	–	–	0.04%	148
2023 Q4	$57.4K	Sell	365 -200	-35%	-$30.2K	0.04%	134
2023 Q3	$88.1K	Buy	565 +130	+30%	+$22.4K	0.07%	107
2023 Q2	$78K	Sell	435 -70	-14%	-$12.4K	0.06%	107
2023 Q1	$98K	Hold	505	–	–	0.07%	95
2022 Q4	$88K	Hold	505	–	–	0.07%	97
2022 Q3	$82K	Hold	505	–	–	0.06%	95
2022 Q2	$92K	Hold	505	–	–	0.06%	103
2022 Q1	$108K	Buy	505 +85	+20%	+$18.1K	0.06%	101
2021 Q4	$90K	Sell	420 -15	-3%	-$3.05K	0.05%	108
2021 Q3	$79K	Sell	435 -70	-14%	-$13.8K	0.05%	109
2021 Q2	$105K	Hold	505	–	–	0.06%	105
2021 Q1	$86K	Hold	505	–	–	0.06%	121
2020 Q4	$85K	Buy	+505	New	+$85.2K	0.06%	115

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tacita Capital's UPS Position: Q2 2024 in Review

Tacita Capital sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 365 shares — an estimated $54.3K sold.

Tacita Capital first reported a position in UPS in Q4 2020 and held it in 14 quarters. The position peaked at $108K in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Tacita Capital reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Tacita Capital sold 365 United Parcel Service shares in Q2 2024, an estimated $54.3K.
Tacita Capital first reported a position in United Parcel Service in Q4 2020 and held it in 14 quarters.
Tacita Capital's United Parcel Service position peaked at $108K in Q1 2022.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Tacita Capital's 13F filing for Q2 2024, filed 8 Aug 2024.