Wilkinson Global Asset Management’s United Parcel Service UPS Stock Holding History

Wilkinson Global 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
2024 Q2	–	Sell	-2,507	Closed	-$373K	–	85
2024 Q1	$373K	Sell	2,507 -1,605	-39%	-$244K	0.02%	69
2023 Q4	$647K	Buy	4,112 +435	+12%	+$65.8K	0.04%	51
2023 Q3	$573K	Hold	3,677	–	–	0.04%	53
2023 Q2	$659K	Hold	3,677	–	–	0.05%	51
2023 Q1	$713K	Sell	3,677 -350	-9%	-$64.2K	0.06%	48
2022 Q4	$700K	Hold	4,027	–	–	0.06%	49
2022 Q3	$651K	Hold	4,027	–	–	0.06%	51
2022 Q2	$735K	Hold	4,027	–	–	0.06%	48
2022 Q1	$864K	Hold	4,027	–	–	0.06%	53
2021 Q4	$863K	Sell	4,027 -16	-0.4%	-$3.25K	0.05%	56
2021 Q3	$736K	Sell	4,043 -340	-8%	-$67.1K	0.04%	58
2021 Q2	$912K	Buy	4,383 +1,221	+39%	+$244K	0.05%	57
2021 Q1	$538K	Buy	+3,162	New	+$511K	0.03%	64

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wilkinson Global Asset Management's UPS Position: Q2 2024 in Review

Wilkinson Global Asset Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 2,507 shares — an estimated $373K sold.

Wilkinson Global Asset Management first reported a position in UPS in Q1 2021 and held it in 13 quarters. The position peaked at $912K in Q2 2021. 2,178 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Wilkinson Global Asset Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,507 United Parcel Service shares in Q2 2024, an estimated $373K.
Wilkinson Global Asset Management first reported a position in United Parcel Service in Q1 2021 and held it in 13 quarters.
Wilkinson Global Asset Management's United Parcel Service position peaked at $912K in Q2 2021.
2,178 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.