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Coppell Advisory Solutions Corp’s United Parcel Service UPS Stock Holding History

Coppell Advisory Solutions 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
Q1 		$2.29M Buy
+15,399
New +$2.34M 0.43% 53
2023
Q1 		$1.52M Buy
7,977
+1,366
+21% +$251K 0.5% 48
2022
Q4 		$1.15M Buy
+6,611
New +$1.14M 0.39% 66

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

Coppell Advisory Solutions Corp's UPS Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in United Parcel Service (UPS) in Q1 2024: 15,399 shares worth $2.29M. The stake represents 0.43% of the portfolio and ranks #53 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in UPS as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in UPS in Q4 2022 and has held it in 3 quarters since. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Coppell Advisory Solutions Corp held 15,399 shares of United Parcel Service worth $2.29M as of Q1 2024.
  • United Parcel Service was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • United Parcel Service made up 0.43% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #53 holding.
  • Coppell Advisory Solutions Corp first reported a position in United Parcel Service in Q4 2022 and has held it in 3 quarters since.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.