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Ethos Financial Group’s United Parcel Service UPS Stock Holding History

Ethos Financial 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
Q1 		– Sell
-1,323
Closed -$208K – 305
2023
Q4 		$208K Buy
+1,323
New +$200K 0.04% 245

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

Ethos Financial Group's UPS Position: Q1 2024 in Review

Ethos Financial Group sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,323 shares — an estimated $208K sold.

Ethos Financial Group first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Ethos Financial Group reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Ethos Financial Group sold 1,323 United Parcel Service shares in Q1 2024, an estimated $208K.
  • Ethos Financial Group first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
  • Ethos Financial Group's United Parcel Service position peaked at $208K in Q4 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.