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Obsidian Personal Planning Solutions’s United Parcel Service UPS Stock Holding History

Obsidian Personal Planning Solutions’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
-1,462
Closed -$216K – 104
2024
Q1 		$216K Buy
1,462
+29
+2% +$4.41K 0.14% 90
2023
Q4 		$225K Sell
1,433
-3
-0.2% -$454 0.17% 73
2023
Q3 		$224K Buy
1,436
+96
+7% +$16.6K 0.19% 65
2023
Q2 		$240K Buy
+1,340
New +$238K 0.3% 60

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

Obsidian Personal Planning Solutions's UPS Position: Q2 2024 in Review

Obsidian Personal Planning Solutions sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,462 shares — an estimated $216K sold.

Obsidian Personal Planning Solutions first reported a position in UPS in Q2 2023 and held it in 4 quarters. The position peaked at $240K in Q2 2023. 2,174 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Obsidian Personal Planning Solutions reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 1,462 United Parcel Service shares in Q2 2024, an estimated $216K.
  • Obsidian Personal Planning Solutions first reported a position in United Parcel Service in Q2 2023 and held it in 4 quarters.
  • Obsidian Personal Planning Solutions's United Parcel Service position peaked at $240K in Q2 2023.
  • 2,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2024, filed 25 Jul 2024.