EWG
UPS icon

Executive Wealth Group’s United Parcel Service UPS Stock Holding History

Executive Wealth 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 		$389K Buy
+2,658
New +$404K 0.08% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Executive Wealth Group's UPS Position: Q1 2024 in Review

Executive Wealth Group opened a new position in United Parcel Service (UPS) in Q1 2024: 2,658 shares worth $389K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings.

2,217 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Executive Wealth Group held 2,658 shares of United Parcel Service worth $389K as of Q1 2024.
  • United Parcel Service was a new Executive Wealth Group position in Q1 2024.
  • United Parcel Service made up 0.08% of Executive Wealth Group's portfolio in Q1 2024, its #48 holding.
  • 2,217 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.