AFG
UPS icon

AFS Financial Group’s United Parcel Service UPS Stock Holding History

AFS Financial 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
Q1 		– Sell
-2,804
Closed -$441K – 50
2023
Q4 		$441K Sell
2,804
-6,129
-69% -$927K 0.41% 36
2023
Q3 		$1.39M Sell
8,933
-189
-2% -$32.6K 0.95% 28
2023
Q2 		$1.64M Buy
9,122
+736
+9% +$131K 1.06% 21
2023
Q1 		$1.63M Buy
8,386
+4
+0% +$734 1.09% 19
2022
Q4 		$1.46M Buy
+8,382
New +$1.45M 1.04% 23

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

AFS Financial Group's UPS Position: Q1 2024 in Review

AFS Financial Group sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,804 shares — an estimated $441K sold.

AFS Financial Group first reported a position in UPS in Q4 2022 and held it in 5 quarters. The position peaked at $1.64M in Q2 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • AFS Financial Group reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 2,804 United Parcel Service shares in Q1 2024, an estimated $441K.
  • AFS Financial Group first reported a position in United Parcel Service in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's United Parcel Service position peaked at $1.64M in Q2 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.