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

Fortem 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
Q3 		– Sell
-5,413
Closed -$741K – 192
2024
Q2 		$741K Sell
5,413
-659
-11% -$94.4K 0.32% 91
2024
Q1 		$902K Buy
6,072
+900
+17% +$137K 0.4% 84
2023
Q4 		$813K Sell
5,172
-227
-4% -$34.3K 0.4% 80
2023
Q3 		$842K Sell
5,399
-1,585
-23% -$274K 0.49% 66
2023
Q2 		$1.25M Sell
6,984
-150
-2% -$26.6K 0.74% 38
2023
Q1 		$1.38M Buy
7,134
+1,395
+24% +$256K 0.9% 33
2022
Q4 		$998K Sell
5,739
-89
-2% -$15.4K 0.58% 56
2022
Q3 		$941K Buy
5,828
+113
+2% +$21.4K 0.65% 55
2022
Q2 		$1.04M Buy
+5,715
New +$1.04M 0.68% 45
2021
Q1 		– Sell
-400
Closed -$67K – 421
2020
Q4 		$67K Buy
+400
New +$67.5K 0.04% 217

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

Fortem Financial Group's UPS Position: Q3 2024 in Review

Fortem Financial Group sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 5,413 shares — an estimated $741K sold.

Fortem Financial Group first reported a position in UPS in Q4 2020 and held it in 10 quarters. The position peaked at $1.38M in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Fortem Financial Group reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 5,413 United Parcel Service shares in Q3 2024, an estimated $741K.
  • Fortem Financial Group first reported a position in United Parcel Service in Q4 2020 and held it in 10 quarters.
  • Fortem Financial Group's United Parcel Service position peaked at $1.38M in Q1 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.