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Granite Bay Wealth Management’s United Parcel Service UPS Stock Holding History

Granite Bay Wealth Management’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
-37,800
Closed -$5.71M – 276
2023
Q4 		$5.71M Hold
37,800
– – 0.05% 99
2023
Q3 		$6.53M Buy
+37,800
New +$6.52M 0.06% 99

Other funds holding UPS

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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

Granite Bay Wealth Management's UPS Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 37,800 shares — an estimated $5.71M sold.

Granite Bay Wealth Management first reported a position in UPS in Q3 2023 and held it in 2 quarters. The position peaked at $6.53M in Q3 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 37,800 United Parcel Service shares in Q1 2024, an estimated $5.71M.
  • Granite Bay Wealth Management first reported a position in United Parcel Service in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's United Parcel Service position peaked at $6.53M in Q3 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.