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Weiss Asset Management’s United Parcel Service UPS Stock Holding History

Weiss Asset Management’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
2025
Q1 		– Sell
-40,000
Closed -$5.04M – 676
2024
Q4 		$5.04M Buy
+40,000
New +$5.26M 0.09% 206
2020
Q2 		– Sell
-35,500
Closed -$3.32M – 280
2020
Q1 		$3.32M Buy
35,500
+33,409
+1,598% +$3.46M 0.53% 41
2019
Q4 		$245K Sell
2,091
-178
-8% -$21.1K 0.02% 225
2019
Q3 		$272K Buy
2,269
+229
+11% +$26.2K 0.02% 173
2019
Q2 		$211K Buy
2,040
+198
+11% +$20.6K 0.01% 211
2019
Q1 		$206K Buy
+1,842
New +$195K 0.02% 201

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Weiss Asset Management's UPS Position: Q1 2025 in Review

Weiss Asset Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 40,000 shares — an estimated $5.04M sold.

Weiss Asset Management first reported a position in UPS in Q1 2019 and held it in 6 quarters. The position peaked at $5.04M in Q4 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Weiss Asset Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 40,000 United Parcel Service shares in Q1 2025, an estimated $5.04M.
  • Weiss Asset Management first reported a position in United Parcel Service in Q1 2019 and held it in 6 quarters.
  • Weiss Asset Management's United Parcel Service position peaked at $5.04M in Q4 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.