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Wetzel Investment Advisors’s United Parcel Service UPS Stock Holding History

Wetzel Investment Advisors’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
-552
Closed -$82K – 844
2024
Q2 		$82K Sell
552
-95
-15% -$13.6K 0.05% 194
2024
Q1 		$92.4K Buy
647
+95
+17% +$14.4K 0.05% 188
2023
Q4 		$87K Buy
+552
New +$83.5K 0.05% 190

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wetzel Investment Advisors's UPS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 552 shares — an estimated $82K sold.

Wetzel Investment Advisors first reported a position in UPS in Q4 2023 and held it in 3 quarters. The position peaked at $92.4K in Q1 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 552 United Parcel Service shares in Q3 2024, an estimated $82K.
  • Wetzel Investment Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's United Parcel Service position peaked at $92.4K in Q1 2024.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.