The Family Firm’s United Parcel Service UPS Stock Holding History

The Family Firm’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	-730	Closed	-$99.9K	–	801
2024 Q2	$99.9K	Buy	+730	New	+$105K	0.02%	275

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

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

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

The Family Firm's UPS Position: Q3 2024 in Review

The Family Firm sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 730 shares — an estimated $99.9K sold.

The Family Firm first reported a position in UPS in Q2 2024 and held it in 1 quarter. The position peaked at $99.9K in Q2 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

The Family Firm reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 730 United Parcel Service shares in Q3 2024, an estimated $99.9K.
The Family Firm first reported a position in United Parcel Service in Q2 2024 and held it in 1 quarter.
The Family Firm's United Parcel Service position peaked at $99.9K in Q2 2024.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.