CW
UPS icon

Connectus Wealth’s United Parcel Service UPS Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-12,368
Closed -$1.95M – 516
2023
Q4 		$1.95M Sell
12,368
-1,620
-12% -$245K 0.04% 270
2023
Q3 		$2.18M Buy
13,988
+1,864
+15% +$322K 0.05% 242
2023
Q2 		$2.17M Buy
12,124
+4,043
+50% +$718K 0.05% 203
2023
Q1 		$1.57M Buy
8,081
+1,198
+17% +$220K 0.04% 246
2022
Q4 		$1.2M Buy
+6,883
New +$1.19M 0.03% 270
2022
Q3 		– Sell
-1,096
Closed -$200K – 536
2022
Q2 		$200K Buy
+1,096
New +$200K ﹤0.01% 413
2022
Q1 		– Sell
-28,734
Closed -$6.16M – 413
2021
Q4 		$6.16M Buy
+28,734
New +$5.84M 0.24% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Connectus Wealth's UPS Position: Q1 2024 in Review

Connectus Wealth sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 12,368 shares — an estimated $1.95M sold.

Connectus Wealth first reported a position in UPS in Q4 2021 and held it in 7 quarters. The position peaked at $6.16M in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Connectus Wealth reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 12,368 United Parcel Service shares in Q1 2024, an estimated $1.95M.
  • Connectus Wealth first reported a position in United Parcel Service in Q4 2021 and held it in 7 quarters.
  • Connectus Wealth's United Parcel Service position peaked at $6.16M in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.