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Consolidated Planning Corp’s United Parcel Service UPS Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-1,651
Closed -$225K – 213
2024
Q3 		$225K Sell
1,651
-440
-21% -$57.8K 0.03% 184
2024
Q2 		$286K Sell
2,091
-273
-12% -$39.1K 0.05% 147
2024
Q1 		$351K Sell
2,364
-926
-28% -$141K 0.06% 123
2023
Q4 		$517K Sell
3,290
-1,821
-36% -$275K 0.1% 105
2023
Q3 		$797K Sell
5,111
-468
-8% -$80.8K 0.18% 93
2023
Q2 		$1,000K Sell
5,579
-14,042
-72% -$2.49M 0.21% 91
2023
Q1 		$3.81M Buy
19,621
+1,051
+6% +$193K 0.99% 35
2022
Q4 		$3.23M Buy
18,570
+1,166
+7% +$202K 0.89% 33
2022
Q3 		$2.81M Buy
17,404
+415
+2% +$78.6K 0.88% 41
2022
Q2 		$3.1M Buy
+16,989
New +$3.1M 0.97% 33
2021
Q4 		– Sell
-112
Closed -$20K – 419
2021
Q3 		$20K Buy
+112
New +$22.1K 0.01% 247

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Planning Corp's UPS Position: Q4 2024 in Review

Consolidated Planning Corp sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,651 shares — an estimated $225K sold.

Consolidated Planning Corp first reported a position in UPS in Q3 2021 and held it in 11 quarters. The position peaked at $3.81M in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Consolidated Planning Corp reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,651 United Parcel Service shares in Q4 2024, an estimated $225K.
  • Consolidated Planning Corp first reported a position in United Parcel Service in Q3 2021 and held it in 11 quarters.
  • Consolidated Planning Corp's United Parcel Service position peaked at $3.81M in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.