CIG
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CCM Investment Group’s United Parcel Service UPS Stock Holding History

CCM Investment 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
2025
Q1 		$5.47M Buy
49,859
+8,038
+19% +$961K 0.58% 32
2024
Q4 		$5.24M Buy
+41,821
New +$5.5M 0.57% 29

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM Investment Group's UPS Position: Q1 2025 in Review

CCM Investment Group increased its United Parcel Service (UPS) stake by 19% in Q1 2025, buying an estimated $961K and bringing the position to 49,859 shares worth $5.47M. The position accounts for 0.58% of the portfolio, ranked #32.

CCM Investment Group first reported a position in UPS in Q4 2024 and has held it in 2 quarters since. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • CCM Investment Group held 49,859 shares of United Parcel Service worth $5.47M as of Q1 2025.
  • CCM Investment Group bought 8,038 United Parcel Service shares in Q1 2025, an estimated $961K.
  • United Parcel Service made up 0.58% of CCM Investment Group's portfolio in Q1 2025, its #32 holding.
  • CCM Investment Group first reported a position in United Parcel Service in Q4 2024 and has held it in 2 quarters since.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.