Fintel reports that on January 31, 2025, Baird downgraded their outlook for United Parcel Service (SNSE:UPSCL) from Outperform to Neutral.
What is the Fund Sentiment?
There are 3,190 funds or institutions reporting positions in United Parcel Service. This is an decrease of 38 owner(s) or 1.18% in the last quarter. Average portfolio weight of all funds dedicated to UPSCL is 0.43%, an increase of 0.83%. Total shares owned by institutions decreased in the last three months by 1.24% to 592,012K shares.
What are Other Shareholders Doing?
Jpmorgan Chase holds 23,879K shares representing 3.27% ownership of the company. In its prior filing, the firm reported owning 23,744K shares , representing an increase of 0.57%. The firm decreased its portfolio allocation in UPSCL by 7.15% over the last quarter.
VTSMX – Vanguard Total Stock Market Index Fund Investor Shares holds 23,212K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 23,051K shares , representing an increase of 0.69%. The firm decreased its portfolio allocation in UPSCL by 5.77% over the last quarter.
Charles Schwab Investment Management holds 21,928K shares representing 3.00% ownership of the company. In its prior filing, the firm reported owning 20,607K shares , representing an increase of 6.02%. The firm decreased its portfolio allocation in UPSCL by 16.35% over the last quarter.
VFINX – Vanguard 500 Index Fund Investor Shares holds 19,184K shares representing 2.62% ownership of the company. In its prior filing, the firm reported owning 18,720K shares , representing an increase of 2.42%. The firm decreased its portfolio allocation in UPSCL by 6.05% over the last quarter.
SCHD – Schwab U.S. Dividend Equity ETF holds 18,529K shares representing 2.53% ownership of the company. In its prior filing, the firm reported owning 16,200K shares , representing an increase of 12.57%. The firm increased its portfolio allocation in UPSCL by 7.66% over the last quarter.
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This story originally appeared on Fintel.
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