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TrinityPoint Wealth’s United Parcel Service UPS Stock Holding History

TrinityPoint Wealth’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 		$717K Buy
5,687
+376
+7% +$49.5K 0.1% 186
2024
Q3 		$724K Sell
5,311
-2,123
-29% -$279K 0.1% 187
2024
Q2 		$1.02M Sell
7,434
-319
-4% -$45.7K 0.16% 143
2024
Q1 		$1.15M Sell
7,753
-2,813
-27% -$428K 0.19% 121
2023
Q4 		$1.66M Sell
10,566
-20,252
-66% -$3.06M 0.3% 82
2023
Q3 		$4.8M Sell
30,818
-1,141
-4% -$197K 0.96% 20
2023
Q2 		$5.73M Sell
31,959
-38
-0.1% -$6.75K 1.12% 19
2023
Q1 		$6.21M Sell
31,997
-126
-0.4% -$23.1K 1.33% 16
2022
Q4 		$5.58M Buy
32,123
+726
+2% +$126K 1.27% 17
2022
Q3 		$5.07M Sell
31,397
-472
-1% -$89.4K 1.16% 21
2022
Q2 		$5.82M Sell
31,869
-1,921
-6% -$350K 1.29% 19
2022
Q1 		$7.25M Buy
33,790
+2,631
+8% +$559K 1.31% 18
2021
Q4 		$6.68M Sell
31,159
-374
-1% -$76.1K 1.19% 16
2021
Q3 		$5.74M Buy
31,533
+11,297
+56% +$2.23M 1.1% 17
2021
Q2 		$4.21M Sell
20,236
-9
-0% -$1.8K 0.86% 30
2021
Q1 		$3.44M Sell
20,245
-156
-0.8% -$25.2K 0.8% 31
2020
Q4 		$3.29M Buy
20,401
+5
+0% +$844 0.79% 31
2020
Q3 		$3.4M Sell
20,396
-54
-0.3% -$7.86K 0.94% 23
2020
Q2 		$2.27M Buy
20,450
+248
+1% +$24.8K 0.72% 35
2020
Q1 		$1.89M Buy
+20,202
New +$2.09M 0.75% 33
2019
Q2 		– Sell
-3,006
Closed -$336K – 185
2019
Q1 		$336K Buy
3,006
+300
+11% +$31.8K 0.17% 120
2018
Q4 		$264K Buy
+2,706
New +$293K 0.16% 134

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

TrinityPoint Wealth's UPS Position: Q4 2024 in Review

TrinityPoint Wealth increased its United Parcel Service (UPS) stake by 7.1% in Q4 2024, buying an estimated $49.5K and bringing the position to 5,687 shares worth $717K. The position accounts for 0.1% of the portfolio, ranked #186.

TrinityPoint Wealth first reported a position in UPS in Q4 2018 and has held it in 22 quarters since. The position peaked at $7.25M in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • TrinityPoint Wealth held 5,687 shares of United Parcel Service worth $717K as of Q4 2024.
  • TrinityPoint Wealth bought 376 United Parcel Service shares in Q4 2024, an estimated $49.5K.
  • United Parcel Service made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #186 holding.
  • TrinityPoint Wealth first reported a position in United Parcel Service in Q4 2018 and has held it in 22 quarters since.
  • TrinityPoint Wealth's United Parcel Service position peaked at $7.25M in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.