Castle Financial & Retirement Planning Associates’s United Parcel Service UPS Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+5	New	+$1.02K	﹤0.01%	200

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

Castle Financial & Retirement Planning Associates's UPS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in United Parcel Service (UPS) in Q4 2021: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings.

2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Castle Financial & Retirement Planning Associates held 5 shares of United Parcel Service worth $1K as of Q4 2021.
United Parcel Service was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
United Parcel Service made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #200 holding.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.