Gyroscope Capital Management Group’s United Parcel Service UPS Stock Holding History

Gyroscope Capital Management 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
2023 Q3	$238K	Buy	1,524 +320	+27%	+$55.2K	0.05%	187
2023 Q2	$216K	Buy	+1,204	New	+$214K	0.05%	176
2018 Q2	–	Sell	-120,000	Closed	-$12.6M	–	129
2018 Q1	$12.6M	Hold	120,000	–	–	5.97%	1
2017 Q4	$14.3M	Sell	120,000 -116	-0.1%	-$13.6K	6.54%	1
2017 Q3	$14.4M	Buy	120,116 +116	+0.1%	+$13.2K	7.28%	1
2017 Q2	$13.3M	Buy	+120,000	New	+$12.8M	6.63%	1

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gyroscope Capital Management Group's UPS Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its United Parcel Service (UPS) stake by 27% in Q3 2023, buying an estimated $55.2K and bringing the position to 1,524 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #187.

Gyroscope Capital Management Group first reported a position in UPS in Q2 2017 and has held it in 6 quarters since. The position peaked at $14.4M in Q3 2017. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Gyroscope Capital Management Group held 1,524 shares of United Parcel Service worth $238K as of Q3 2023.
Gyroscope Capital Management Group bought 320 United Parcel Service shares in Q3 2023, an estimated $55.2K.
United Parcel Service made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #187 holding.
Gyroscope Capital Management Group first reported a position in United Parcel Service in Q2 2017 and has held it in 6 quarters since.
Gyroscope Capital Management Group's United Parcel Service position peaked at $14.4M in Q3 2017.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.