AFG
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Argent Financial Group’s United Parcel Service UPS Stock Holding History

Argent 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
Q3 		$3.1M Buy
+22,735
New +$2.98M 0.37% 78

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Argent Financial Group's UPS Position: Q3 2024 in Review

Argent Financial Group opened a new position in United Parcel Service (UPS) in Q3 2024: 22,735 shares worth $3.1M. The stake represents 0.37% of the portfolio and ranks #78 among its holdings.

2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Argent Financial Group held 22,735 shares of United Parcel Service worth $3.1M as of Q3 2024.
  • United Parcel Service was a new Argent Financial Group position in Q3 2024.
  • United Parcel Service made up 0.37% of Argent Financial Group's portfolio in Q3 2024, its #78 holding.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.