EC
UPS icon

Estate Counselors’s United Parcel Service UPS Stock Holding History

Estate Counselors’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
-7,305
Closed -$1.15M – 151
2023
Q4 		$1.15M Hold
7,305
– – 0.14% 95
2023
Q3 		$1.14M Buy
7,305
+30
+0.4% +$5.18K 0.15% 91
2023
Q2 		$1.3M Buy
+7,275
New +$1.29M 0.17% 85

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

Estate Counselors's UPS Position: Q1 2024 in Review

Estate Counselors sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 7,305 shares — an estimated $1.15M sold.

Estate Counselors first reported a position in UPS in Q2 2023 and held it in 3 quarters. The position peaked at $1.3M in Q2 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Estate Counselors reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 7,305 United Parcel Service shares in Q1 2024, an estimated $1.15M.
  • Estate Counselors first reported a position in United Parcel Service in Q2 2023 and held it in 3 quarters.
  • Estate Counselors's United Parcel Service position peaked at $1.3M in Q2 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.