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

Peterson 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 Q3	$1.14K	Buy	+8	New	+$1.05K	﹤0.01%	391

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peterson Financial Group's UPS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in United Parcel Service (UPS) in Q3 2024: 8 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

2,163 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Peterson Financial Group held 8 shares of United Parcel Service worth $1.14K as of Q3 2024.
United Parcel Service was a new Peterson Financial Group position in Q3 2024.
United Parcel Service made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #391 holding.
2,163 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.