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Invictus Private Wealth’s United Parcel Service UPS Stock Holding History

Invictus Private Wealth’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
-1,450
Closed -$216K – 91
2024
Q1 		$216K Sell
1,450
-61
-4% -$9.27K 0.02% 87
2023
Q4 		$238K Sell
1,511
-21
-1% -$3.17K 0.02% 88
2023
Q3 		$239K Sell
1,532
-5
-0.3% -$863 0.03% 83
2023
Q2 		$276K Sell
1,537
-60
-4% -$10.7K 0.03% 82
2023
Q1 		$310K Buy
1,597
+60
+4% +$11K 0.04% 72
2022
Q4 		$267K Buy
+1,537
New +$266K 0.03% 75

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

Invictus Private Wealth's UPS Position: Q2 2024 in Review

Invictus Private Wealth sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,450 shares — an estimated $216K sold.

Invictus Private Wealth first reported a position in UPS in Q4 2022 and held it in 6 quarters. The position peaked at $310K in Q1 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Invictus Private Wealth reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Invictus Private Wealth sold 1,450 United Parcel Service shares in Q2 2024, an estimated $216K.
  • Invictus Private Wealth first reported a position in United Parcel Service in Q4 2022 and held it in 6 quarters.
  • Invictus Private Wealth's United Parcel Service position peaked at $310K in Q1 2023.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Invictus Private Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.