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First Trust Investment Solutions’s United Parcel Service UPS Stock Holding History

First Trust Investment Solutions’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
Q3 		$2.41M Buy
17,669
+15,363
+666% +$2.02M 0.27% 79
2024
Q2 		$316K Buy
2,306
+126
+6% +$18K 0.04% 206
2024
Q1 		$324K Buy
2,180
+449
+26% +$68.3K 0.06% 182
2023
Q4 		$272K Buy
+1,731
New +$262K 0.06% 191

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Investment Solutions's UPS Position: Q3 2024 in Review

First Trust Investment Solutions increased its United Parcel Service (UPS) stake by 666% in Q3 2024, buying an estimated $2.02M and bringing the position to 17,669 shares worth $2.41M. The position accounts for 0.27% of the portfolio, ranked #79.

First Trust Investment Solutions first reported a position in UPS in Q4 2023 and has held it in 4 quarters since. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • First Trust Investment Solutions held 17,669 shares of United Parcel Service worth $2.41M as of Q3 2024.
  • First Trust Investment Solutions bought 15,363 United Parcel Service shares in Q3 2024, an estimated $2.02M.
  • United Parcel Service made up 0.27% of First Trust Investment Solutions's portfolio in Q3 2024, its #79 holding.
  • First Trust Investment Solutions first reported a position in United Parcel Service in Q4 2023 and has held it in 4 quarters since.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.