Clarus Group’s United Parcel Service UPS Stock Holding History

Clarus 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
2023 Q4	–	Sell	-2,053	Closed	-$320K	–	113
2023 Q3	$320K	Sell	2,053 -150	-7%	-$25.9K	0.23%	69
2023 Q2	$395K	Buy	+2,203	New	+$391K	0.29%	58

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Clarus Group's UPS Position: Q4 2023 in Review

Clarus Group sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 2,053 shares — an estimated $320K sold.

Clarus Group first reported a position in UPS in Q2 2023 and held it in 2 quarters. The position peaked at $395K in Q2 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Clarus Group reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Clarus Group sold 2,053 United Parcel Service shares in Q4 2023, an estimated $320K.
Clarus Group first reported a position in United Parcel Service in Q2 2023 and held it in 2 quarters.
Clarus Group's United Parcel Service position peaked at $395K in Q2 2023.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Clarus Group's 13F filing for Q4 2023, filed 29 Jan 2024.