W.H. Cornerstone Investments’s United Parcel Service UPS Stock Holding History

W.H. Cornerstone Investments’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	-3,084	Closed	-$422K	–	133
2024 Q2	$422K	Sell	3,084 -1,260	-29%	-$180K	0.3%	69
2024 Q1	$646K	Sell	4,344 -721	-14%	-$110K	0.47%	59
2023 Q4	$796K	Sell	5,065 -1,605	-24%	-$243K	0.63%	48
2023 Q3	$1.04M	Buy	6,670 +62	+0.9%	+$10.7K	0.91%	34
2023 Q2	$1.18M	Buy	6,608 +44	+0.7%	+$7.81K	1.06%	28
2023 Q1	$1.27M	Buy	6,564 +590	+10%	+$108K	1.16%	22
2022 Q4	$1.09M	Sell	5,974 -891	-13%	-$154K	1.03%	31
2022 Q3	$1.09M	Buy	+6,865	New	+$1.3M	1.15%	24

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

W.H. Cornerstone Investments's UPS Position: Q3 2024 in Review

W.H. Cornerstone Investments sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 3,084 shares — an estimated $422K sold.

W.H. Cornerstone Investments first reported a position in UPS in Q3 2022 and held it in 8 quarters. The position peaked at $1.27M in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

W.H. Cornerstone Investments reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 3,084 United Parcel Service shares in Q3 2024, an estimated $422K.
W.H. Cornerstone Investments first reported a position in United Parcel Service in Q3 2022 and held it in 8 quarters.
W.H. Cornerstone Investments's United Parcel Service position peaked at $1.27M in Q1 2023.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2024, filed 30 Oct 2024.