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Wintrust Investments’s United Parcel Service UPS Stock Holding History

Wintrust 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
Q4 		– Sell
-217
Closed -$29K – 510
2024
Q3 		$29K Sell
217
-1,591
-88% -$209K 0.02% 414
2024
Q2 		$247K Buy
1,808
+13
+0.7% +$1.86K 0.02% 413
2024
Q1 		$267K Buy
1,795
+401
+29% +$61K 0.02% 400
2023
Q4 		$219K Sell
1,394
-144
-9% -$21.8K 0.02% 412
2023
Q3 		$240K Buy
1,538
+85
+6% +$14.7K 0.03% 358
2023
Q2 		$260K Sell
1,453
-5,003
-77% -$888K 0.03% 362
2023
Q1 		$1.25M Sell
6,456
-20
-0.3% -$3.67K 0.16% 115
2022
Q4 		$1.13M Buy
6,476
+233
+4% +$40.3K 0.15% 129
2022
Q3 		$1.01M Buy
6,243
+108
+2% +$20.4K 0.13% 145
2022
Q2 		$1.12M Sell
6,135
-136
-2% -$24.8K 0.13% 139
2022
Q1 		$1.34M Buy
6,271
+30
+0.5% +$6.38K 0.13% 138
2021
Q4 		$1.34M Sell
6,241
-34
-0.5% -$6.92K 0.13% 137
2021
Q3 		$1.14M Buy
6,275
+598
+11% +$118K 0.15% 107
2021
Q2 		$1.18M Buy
+5,677
New +$1.14M 0.12% 143

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 $1.88B AUM 29.07% 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

Wintrust Investments's UPS Position: Q4 2024 in Review

Wintrust Investments sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 217 shares — an estimated $29K sold.

Wintrust Investments first reported a position in UPS in Q2 2021 and held it in 14 quarters. The position peaked at $1.34M in Q1 2022. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Wintrust Investments reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 217 United Parcel Service shares in Q4 2024, an estimated $29K.
  • Wintrust Investments first reported a position in United Parcel Service in Q2 2021 and held it in 14 quarters.
  • Wintrust Investments's United Parcel Service position peaked at $1.34M in Q1 2022.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.