Platte River Wealth Advisors’s United Parcel Service UPS Stock Holding History

Platte River Wealth Advisors’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	$230K	Hold	1,685	–	–	0.06%	89
2024 Q2	$231K	Sell	1,685 -150	-8%	-$21.5K	0.06%	90
2024 Q1	$273K	Hold	1,835	–	–	0.08%	83
2023 Q4	$289K	Hold	1,835	–	–	0.1%	84
2023 Q3	$286K	Hold	1,835	–	–	0.1%	84
2023 Q2	$329K	Hold	1,835	–	–	0.12%	77
2023 Q1	$356K	Hold	1,835	–	–	0.14%	69
2022 Q4	$319K	Hold	1,835	–	–	0.13%	75
2022 Q3	$296K	Hold	1,835	–	–	0.13%	74
2022 Q2	$335K	Hold	1,835	–	–	0.15%	70
2022 Q1	$394K	Hold	1,835	–	–	0.14%	68
2021 Q4	$388K	Sell	1,835 -165	-8%	-$33.6K	0.13%	71
2021 Q3	$364K	Buy	2,000 +150	+8%	+$29.6K	0.13%	71
2021 Q2	$385K	Hold	1,850	–	–	0.15%	72
2021 Q1	$320K	Hold	1,850	–	–	0.13%	74
2020 Q4	$296K	Hold	1,850	–	–	0.13%	77
2020 Q3	$308K	Sell	1,850 -260	-12%	-$37.9K	0.16%	72
2020 Q2	$243K	Buy	+2,110	New	+$211K	0.13%	81
2019 Q4	$795K	Buy	+7,675	New	+$909K	0.42%	73

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Platte River Wealth Advisors's UPS Position: Q3 2024 in Review

Platte River Wealth Advisors held its United Parcel Service (UPS) position steady in Q3 2024 at 1,685 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #89.

Platte River Wealth Advisors first reported a position in UPS in Q4 2019 and has held it in 19 quarters since. The position peaked at $795K in Q4 2019. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Platte River Wealth Advisors held 1,685 shares of United Parcel Service worth $230K as of Q3 2024.
Platte River Wealth Advisors left its United Parcel Service share count unchanged in Q3 2024.
United Parcel Service made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #89 holding.
Platte River Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's United Parcel Service position peaked at $795K in Q4 2019.
2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.