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

Prosperity 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
2023
Q3 		– Sell
-1,280
Closed -$229K – 140
2023
Q2 		$229K Buy
+1,280
New +$227K 0.2% 108

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Prosperity Financial Group's UPS Position: Q3 2023 in Review

Prosperity Financial Group sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,280 shares — an estimated $229K sold.

Prosperity Financial Group first reported a position in UPS in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 2,202 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Prosperity Financial Group reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 1,280 United Parcel Service shares in Q3 2023, an estimated $229K.
  • Prosperity Financial Group first reported a position in United Parcel Service in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's United Parcel Service position peaked at $229K in Q2 2023.
  • 2,202 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.