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DFPG Investments’s United Parcel Service UPS Stock Holding History

DFPG Investments’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
2023
Q4 		$3.98M Buy
25,270
+69
+0.3% +$10.4K 0.31% 82
2023
Q3 		$3.53M Buy
25,201
+3,820
+18% +$659K 0.33% 77
2023
Q2 		$3.98M Buy
21,381
+2,432
+13% +$432K 0.36% 64
2023
Q1 		$3.68M Buy
18,949
+7,053
+59% +$1.29M 0.39% 55
2022
Q4 		$2.17M Buy
+11,896
New +$2.06M 0.36% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DFPG Investments's UPS Position: Q4 2023 in Review

DFPG Investments increased its United Parcel Service (UPS) stake by 0.27% in Q4 2023, buying an estimated $10.4K and bringing the position to 25,270 shares worth $3.98M. The position accounts for 0.31% of the portfolio, ranked #82.

DFPG Investments first reported a position in UPS in Q4 2022 and has held it in 5 quarters since. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • DFPG Investments held 25,270 shares of United Parcel Service worth $3.98M as of Q4 2023.
  • DFPG Investments bought 69 United Parcel Service shares in Q4 2023, an estimated $10.4K.
  • United Parcel Service made up 0.31% of DFPG Investments's portfolio in Q4 2023, its #82 holding.
  • DFPG Investments first reported a position in United Parcel Service in Q4 2022 and has held it in 5 quarters since.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.