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Thrive Capital Management (Pennsylvania)’s United Parcel Service UPS Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-1,566
Closed -$246K – 204
2023
Q4 		$246K Sell
1,566
-392
-20% -$59.3K 0.13% 120
2023
Q3 		$305K Buy
1,958
+124
+7% +$21.4K 0.17% 95
2023
Q2 		$329K Sell
1,834
-306
-14% -$54.3K 0.19% 89
2023
Q1 		$409K Buy
2,140
+793
+59% +$145K 0.26% 73
2022
Q4 		$234K Buy
1,347
+49
+4% +$8.48K 0.15% 103
2022
Q3 		$210K Buy
+1,298
New +$246K 0.14% 107
2022
Q1 		– Sell
-3,216
Closed -$689K – 119
2021
Q4 		$689K Sell
3,216
-4,638
-59% -$943K 0.45% 54
2021
Q3 		$1.43M Buy
7,854
+353
+5% +$69.7K 1.06% 27
2021
Q2 		$1.56M Buy
7,501
+2,028
+37% +$406K 1.21% 21
2021
Q1 		$930K Buy
5,473
+1,965
+56% +$318K 0.87% 29
2020
Q4 		$591K Buy
+3,508
New +$592K 0.63% 38

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

Thrive Capital Management (Pennsylvania)'s UPS Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,566 shares — an estimated $246K sold.

Thrive Capital Management (Pennsylvania) first reported a position in UPS in Q4 2020 and held it in 11 quarters. The position peaked at $1.56M in Q2 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 1,566 United Parcel Service shares in Q1 2024, an estimated $246K.
  • Thrive Capital Management (Pennsylvania) first reported a position in United Parcel Service in Q4 2020 and held it in 11 quarters.
  • Thrive Capital Management (Pennsylvania)'s United Parcel Service position peaked at $1.56M in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.