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Curi Wealth Management’s United Parcel Service UPS Stock Holding History

Curi Wealth Management’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
-2,179
Closed -$343K – 143
2023
Q4 		$343K Sell
2,179
-3
-0.1% -$454 0.05% 112
2023
Q3 		$340K Sell
2,182
-108
-5% -$18.6K 0.05% 103
2023
Q2 		$410K Buy
2,290
+16
+0.7% +$2.84K 0.06% 101
2023
Q1 		$441K Buy
2,274
+6
+0.3% +$1.1K 0.06% 101
2022
Q4 		$394K Sell
2,268
-46
-2% -$7.96K 0.06% 125
2022
Q3 		$374K Buy
2,314
+1,406
+155% +$266K 0.06% 118
2022
Q2 		$166K Buy
908
+782
+621% +$143K 0.03% 136
2022
Q1 		$27K Sell
126
-9
-7% -$1.91K ﹤0.01% 260
2021
Q4 		$28K Buy
+135
New +$27.5K ﹤0.01% 217
2021
Q1 		– Sell
-944
Closed -$158K – 458
2020
Q4 		$158K Buy
+944
New +$159K 0.11% 94

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

Curi Wealth Management's UPS Position: Q1 2024 in Review

Curi Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,179 shares — an estimated $343K sold.

Curi Wealth Management first reported a position in UPS in Q4 2020 and held it in 10 quarters. The position peaked at $441K in Q1 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Curi Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,179 United Parcel Service shares in Q1 2024, an estimated $343K.
  • Curi Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's United Parcel Service position peaked at $441K in Q1 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.