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Planning Capital Management Corporation’s United Parcel Service UPS Stock Holding History

Planning Capital Management Corporation’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 		$16K Sell
117
-62
-35% -$8.14K 0.01% 354
2024
Q2 		$24.5K Buy
179
+2
+1% +$286 0.02% 253
2024
Q1 		$26.4K Buy
177
+15
+9% +$2.28K 0.02% 243
2023
Q4 		$25.5K Buy
+162
New +$24.5K 0.02% 251

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

Planning Capital Management Corporation's UPS Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its United Parcel Service (UPS) stake by 35% in Q3 2024, selling an estimated $8.14K and leaving 117 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #354.

Planning Capital Management Corporation first reported a position in UPS in Q4 2023 and has held it in 4 quarters since. The position peaked at $26.4K in Q1 2024. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Planning Capital Management Corporation held 117 shares of United Parcel Service worth $16K as of Q3 2024.
  • Planning Capital Management Corporation sold 62 United Parcel Service shares in Q3 2024, an estimated $8.14K.
  • United Parcel Service made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #354 holding.
  • Planning Capital Management Corporation first reported a position in United Parcel Service in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's United Parcel Service position peaked at $26.4K in Q1 2024.
  • 2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.