Evelyn V. Moreno’s United Parcel Service UPS Stock Holding History

Evelyn V. Moreno’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	$357K	Hold	2,270	–	–	0.17%	92
2023 Q3	$354K	Buy	+2,270	New	+$392K	0.08%	96

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn V. Moreno's UPS Position: Q4 2023 in Review

Evelyn V. Moreno held its United Parcel Service (UPS) position steady in Q4 2023 at 2,270 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #92.

Evelyn V. Moreno first reported a position in UPS in Q3 2023 and has held it in 2 quarters since. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Evelyn V. Moreno held 2,270 shares of United Parcel Service worth $357K as of Q4 2023.
Evelyn V. Moreno left its United Parcel Service share count unchanged in Q4 2023.
United Parcel Service made up 0.17% of Evelyn V. Moreno's portfolio in Q4 2023, its #92 holding.
Evelyn V. Moreno first reported a position in United Parcel Service in Q3 2023 and has held it in 2 quarters since.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.