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

Greystone 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
Q2 		– Sell
-33,442
Closed -$4.97M – 110
2024
Q1 		$4.97M Buy
33,442
+6,454
+24% +$981K 0.99% 41
2023
Q4 		$4.24M Buy
26,988
+3,154
+13% +$477K 0.98% 42
2023
Q3 		$3.72M Buy
+23,834
New +$4.11M 0.93% 46

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greystone Financial Group's UPS Position: Q2 2024 in Review

Greystone Financial Group sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 33,442 shares — an estimated $4.97M sold.

Greystone Financial Group first reported a position in UPS in Q3 2023 and held it in 3 quarters. The position peaked at $4.97M in Q1 2024. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Greystone Financial Group reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Greystone Financial Group sold 33,442 United Parcel Service shares in Q2 2024, an estimated $4.97M.
  • Greystone Financial Group first reported a position in United Parcel Service in Q3 2023 and held it in 3 quarters.
  • Greystone Financial Group's United Parcel Service position peaked at $4.97M in Q1 2024.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Greystone Financial Group's 13F filing for Q2 2024, filed 6 Aug 2024.