ZF
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Zhang Financial’s United Parcel Service UPS Stock Holding History

Zhang Financial’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
Q1 		– Sell
-3,375
Closed -$531K – 274
2023
Q4 		$531K Sell
3,375
-324
-9% -$49K 0.05% 176
2023
Q3 		$577K Buy
3,699
+361
+11% +$62.3K 0.06% 149
2023
Q2 		$598K Buy
3,338
+861
+35% +$153K 0.06% 146
2023
Q1 		$480K Buy
2,477
+275
+12% +$50.4K 0.05% 155
2022
Q4 		$383K Buy
2,202
+156
+8% +$27K 0.05% 167
2022
Q3 		$330K Sell
2,046
-1
-0% -$189 0.05% 166
2022
Q2 		$374K Buy
2,047
+464
+29% +$84.6K 0.06% 156
2022
Q1 		$340K Buy
1,583
+465
+42% +$98.8K 0.06% 173
2021
Q4 		$240K Buy
+1,118
New +$227K 0.04% 182
2016
Q3 		– Sell
-3,151
Closed -$339K – 78
2016
Q2 		$339K Hold
3,151
– – 0.19% 56
2016
Q1 		$332K Sell
3,151
-31
-1% -$3.01K 0.19% 55
2015
Q4 		$306K Buy
3,182
+11
+0.3% +$1.12K 0.18% 54
2015
Q3 		$313K Buy
3,171
+20
+0.6% +$1.98K 0.2% 52
2015
Q2 		$305K Buy
3,151
+16
+0.5% +$1.59K 0.2% 55
2015
Q1 		$304K Hold
3,135
– – 0.19% 55
2014
Q4 		$349K Hold
3,135
– – 0.23% 45
2014
Q3 		$308K Hold
3,135
– – 0.21% 49
2014
Q2 		$322K Hold
3,135
– – 0.22% 45
2014
Q1 		$305K Hold
3,135
– – 0.22% 43
2013
Q4 		$329K Hold
3,135
– – 0.25% 41
2013
Q3 		$286K Hold
3,135
– – 0.23% 42
2013
Q2 		$271K Buy
+3,135
New +$269K 0.23% 42

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zhang Financial's UPS Position: Q1 2024 in Review

Zhang Financial sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 3,375 shares — an estimated $531K sold.

Zhang Financial first reported a position in UPS in Q2 2013 and held it in 22 quarters. The position peaked at $598K in Q2 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Zhang Financial reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Zhang Financial sold 3,375 United Parcel Service shares in Q1 2024, an estimated $531K.
  • Zhang Financial first reported a position in United Parcel Service in Q2 2013 and held it in 22 quarters.
  • Zhang Financial's United Parcel Service position peaked at $598K in Q2 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Zhang Financial's 13F filing for Q1 2024, filed 24 Apr 2024.