Coulter & Justus Financial Services’s United Parcel Service UPS Stock Holding History

Coulter & Justus Financial Services’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	$9.26M	Buy	+62,333	New	+$9.48M	2.06%	21

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coulter & Justus Financial Services's UPS Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in United Parcel Service (UPS) in Q1 2024: 62,333 shares worth $9.26M. The stake represents 2.06% of the portfolio and ranks #21 among its holdings.

2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Coulter & Justus Financial Services held 62,333 shares of United Parcel Service worth $9.26M as of Q1 2024.
United Parcel Service was a new Coulter & Justus Financial Services position in Q1 2024.
United Parcel Service made up 2.06% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #21 holding.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.