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tru Independence’s United Parcel Service UPS Stock Holding History

tru Independence’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 		– Sell
-31,035
Closed -$4.23M – 116
2024
Q3 		$4.23M Sell
31,035
-1,524
-5% -$200K 1.24% 42
2024
Q2 		$4.46M Sell
32,559
-34
-0.1% -$4.87K 1.35% 38
2024
Q1 		$4.84M Sell
32,593
-375
-1% -$57K 1.43% 36
2023
Q4 		$5.18M Buy
32,968
+193
+0.6% +$29.2K 1.57% 27
2023
Q3 		$5.11M Sell
32,775
-1,840
-5% -$318K 1.77% 22
2023
Q2 		$6.2M Buy
34,615
+373
+1% +$66.2K 2.04% 9
2023
Q1 		$6.64M Sell
34,242
-1,349
-4% -$247K 2.14% 8
2022
Q4 		$6.19M Buy
35,591
+299
+0.8% +$51.8K 2.01% 14
2022
Q3 		$5.7M Sell
35,292
-1,133
-3% -$215K 2.01% 9
2022
Q2 		$6.65M Sell
36,425
-398
-1% -$72.6K 2.14% 4
2022
Q1 		$7.9M Buy
36,823
+450
+1% +$95.6K 2.14% 4
2021
Q4 		$7.8M Sell
36,373
-543
-1% -$110K 2.13% 3
2021
Q3 		$6.72M Sell
36,916
-387
-1% -$76.4K 1.88% 6
2021
Q2 		$7.76M Sell
37,303
-378
-1% -$75.6K 2.28% 2
2021
Q1 		$6.41M Sell
37,681
-3,035
-7% -$491K 1.21% 21
2020
Q4 		$6.86K Sell
40,716
-1,589
-4% -$268K 0.01% 271
2020
Q3 		$7.05M Sell
42,305
-4,391
-9% -$639K 2% 4
2020
Q2 		$5.19K Sell
46,696
-1,217
-3% -$121K 0.75% 31
2020
Q1 		$4.48K Sell
47,913
-42,060
-47% -$4.36M 0.73% 30
2019
Q4 		$9.4M Buy
+89,973
New +$10.7M 1.35% 15

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

tru Independence's UPS Position: Q4 2024 in Review

tru Independence sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 31,035 shares — an estimated $4.23M sold.

tru Independence first reported a position in UPS in Q4 2019 and held it in 20 quarters. The position peaked at $9.4M in Q4 2019. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • tru Independence reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • tru Independence sold 31,035 United Parcel Service shares in Q4 2024, an estimated $4.23M.
  • tru Independence first reported a position in United Parcel Service in Q4 2019 and held it in 20 quarters.
  • tru Independence's United Parcel Service position peaked at $9.4M in Q4 2019.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on tru Independence's 13F filing for Q4 2024, filed 22 Jan 2025.