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Bennett Associates Wealth Management’s United Parcel Service UPS Stock Holding History

Bennett Associates Wealth Management’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
Q2 		– Sell
-3,046
Closed -$453K – 48
2024
Q1 		$453K Buy
3,046
+40
+1% +$6.08K 0.41% 32
2023
Q4 		$473K Buy
+3,006
New +$454K 0.46% 28

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bennett Associates Wealth Management's UPS Position: Q2 2024 in Review

Bennett Associates Wealth Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 3,046 shares — an estimated $453K sold.

Bennett Associates Wealth Management first reported a position in UPS in Q4 2023 and held it in 2 quarters. The position peaked at $473K in Q4 2023. 2,178 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Bennett Associates Wealth Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 3,046 United Parcel Service shares in Q2 2024, an estimated $453K.
  • Bennett Associates Wealth Management first reported a position in United Parcel Service in Q4 2023 and held it in 2 quarters.
  • Bennett Associates Wealth Management's United Parcel Service position peaked at $473K in Q4 2023.
  • 2,178 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.