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Life Planning Partners’s United Parcel Service UPS Stock Holding History

Life Planning Partners’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
-178
Closed -$28K – 232
2023
Q4 		$28K Buy
+178
New +$26.9K 0.03% 122
2022
Q3 		$27K Hold
167
– – 0.03% 108
2022
Q2 		$30K Hold
167
– – 0.03% 105
2022
Q1 		$36K Hold
167
– – 0.04% 101
2021
Q4 		$36K Buy
+167
New +$34K 0.04% 99

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Life Planning Partners's UPS Position: Q1 2024 in Review

Life Planning Partners sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 178 shares — an estimated $28K sold.

Life Planning Partners first reported a position in UPS in Q4 2021 and held it in 5 quarters. The position peaked at $36K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Life Planning Partners reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 178 United Parcel Service shares in Q1 2024, an estimated $28K.
  • Life Planning Partners first reported a position in United Parcel Service in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's United Parcel Service position peaked at $36K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.