Prostatis Group’s United Parcel Service UPS Stock Holding History

Prostatis 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 Q4	–	Sell	-1,335	Closed	-$233K	–	141
2023 Q3	$233K	Buy	+1,335	New	+$230K	0.11%	104

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Prostatis Group's UPS Position: Q4 2023 in Review

Prostatis Group sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,335 shares — an estimated $233K sold.

Prostatis Group first reported a position in UPS in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Prostatis Group reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Prostatis Group sold 1,335 United Parcel Service shares in Q4 2023, an estimated $233K.
Prostatis Group first reported a position in United Parcel Service in Q3 2023 and held it in 1 quarter.
Prostatis Group's United Parcel Service position peaked at $233K in Q3 2023.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Prostatis Group's 13F filing for Q4 2023, filed 21 Mar 2025.