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Custom Portfolio Group’s United Parcel Service UPS Stock Holding History

Custom Portfolio Group’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
Q2 		$3.42K Hold
25
– – ﹤0.01% 201
2024
Q1 		$3.72K Hold
25
– – ﹤0.01% 197
2023
Q4 		$3.93K Buy
+25
New +$3.78K ﹤0.01% 191

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Custom Portfolio Group's UPS Position: Q2 2024 in Review

Custom Portfolio Group held its United Parcel Service (UPS) position steady in Q2 2024 at 25 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Custom Portfolio Group first reported a position in UPS in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.93K in Q4 2023. 2,176 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Custom Portfolio Group held 25 shares of United Parcel Service worth $3.42K as of Q2 2024.
  • Custom Portfolio Group left its United Parcel Service share count unchanged in Q2 2024.
  • United Parcel Service made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #201 holding.
  • Custom Portfolio Group first reported a position in United Parcel Service in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's United Parcel Service position peaked at $3.93K in Q4 2023.
  • 2,176 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.