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Wharton Business Group’s United Parcel Service UPS Stock Holding History

Wharton Business Group’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
-2,695
Closed -$367K – 144
2024
Q3 		$367K Sell
2,695
-150
-5% -$19.7K 0.02% 113
2024
Q2 		$389K Sell
2,845
-9,078
-76% -$1.3M 0.02% 104
2024
Q1 		$1.77M Buy
11,923
+295
+3% +$44.8K 0.09% 69
2023
Q4 		$1.83M Sell
11,628
-21,765
-65% -$3.29M 0.09% 67
2023
Q3 		$5.21M Buy
33,393
+17,925
+116% +$3.09M 0.29% 56
2023
Q2 		$2.77M Sell
15,468
-1,345
-8% -$239K 0.18% 56
2023
Q1 		$3.26M Hold
16,813
– – 0.2% 59
2022
Q4 		$2.92M Buy
16,813
+25
+0.1% +$4.33K 0.17% 63
2022
Q3 		$2.71M Buy
16,788
+355
+2% +$67.2K 0.18% 58
2022
Q2 		$3M Buy
16,433
+7,745
+89% +$1.41M 0.2% 55
2022
Q1 		$1.86M Buy
8,688
+610
+8% +$130K 0.11% 58
2021
Q4 		$1.73M Buy
+8,078
New +$1.64M 0.11% 61
2021
Q3 		– Sell
-2,573
Closed -$535K – 122
2021
Q2 		$535K Buy
2,573
+1,170
+83% +$234K 0.04% 76
2021
Q1 		$238K Buy
+1,403
New +$227K 0.02% 108
2016
Q3 		– Sell
-3,680
Closed -$396K – 126
2016
Q2 		$396K Hold
3,680
– – 0.05% 102
2016
Q1 		$388K Hold
3,680
– – 0.04% 102
2015
Q4 		$354K Hold
3,680
– – 0.04% 104
2015
Q3 		$363K Buy
+3,680
New +$363K 0.04% 105

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

Wharton Business Group's UPS Position: Q4 2024 in Review

Wharton Business Group sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,695 shares — an estimated $367K sold.

Wharton Business Group first reported a position in UPS in Q3 2015 and held it in 18 quarters. The position peaked at $5.21M in Q3 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Wharton Business Group reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Wharton Business Group sold 2,695 United Parcel Service shares in Q4 2024, an estimated $367K.
  • Wharton Business Group first reported a position in United Parcel Service in Q3 2015 and held it in 18 quarters.
  • Wharton Business Group's United Parcel Service position peaked at $5.21M in Q3 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Wharton Business Group's 13F filing for Q4 2024, filed 4 Feb 2025.