Core Wealth Partners’s United Parcel Service UPS Stock Holding History

Core Wealth Partners’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 Q3	–	Sell	-1,556	Closed	-$213K	–	171
2024 Q2	$213K	Buy	+1,556	New	+$223K	0.15%	137
2023 Q1	–	Sell	-15,720	Closed	-$235K	–	137
2022 Q4	$235K	Buy	+15,720	New	+$2.72M	0.27%	83

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Core Wealth Partners's UPS Position: Q3 2024 in Review

Core Wealth Partners sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 1,556 shares — an estimated $213K sold.

Core Wealth Partners first reported a position in UPS in Q4 2022 and held it in 2 quarters. The position peaked at $235K in Q4 2022. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Core Wealth Partners reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Core Wealth Partners sold 1,556 United Parcel Service shares in Q3 2024, an estimated $213K.
Core Wealth Partners first reported a position in United Parcel Service in Q4 2022 and held it in 2 quarters.
Core Wealth Partners's United Parcel Service position peaked at $235K in Q4 2022.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Core Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.