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

Carter 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
2022 Q1	$347K	Buy	+1,617	New	+$344K	0.47%	31

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carter Financial Group's UPS Position: Q1 2022 in Review

Carter Financial Group opened a new position in United Parcel Service (UPS) in Q1 2022: 1,617 shares worth $347K. The stake represents 0.47% of the portfolio and ranks #31 among its holdings.

2,239 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Carter Financial Group held 1,617 shares of United Parcel Service worth $347K as of Q1 2022.
United Parcel Service was a new Carter Financial Group position in Q1 2022.
United Parcel Service made up 0.47% of Carter Financial Group's portfolio in Q1 2022, its #31 holding.
2,239 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.