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Resource Consulting Group’s United Parcel Service UPS Stock Holding History

Resource Consulting 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 		$205K Buy
+1,305
New +$197K 0.04% 68
2023
Q3 		– Sell
-1,305
Closed -$234K – 66
2023
Q2 		$234K Buy
+1,305
New +$232K 0.05% 64
2022
Q4 		– Sell
-1,305
Closed -$211K – 47
2022
Q3 		$211K Buy
+1,305
New +$247K 0.06% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Resource Consulting Group's UPS Position: Q4 2023 in Review

Resource Consulting Group opened a new position in United Parcel Service (UPS) in Q4 2023: 1,305 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in UPS as recently as Q2 2023.

Resource Consulting Group first reported a position in UPS in Q3 2022 and has held it in 3 quarters since. The position peaked at $234K in Q2 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Resource Consulting Group held 1,305 shares of United Parcel Service worth $205K as of Q4 2023.
  • United Parcel Service was a new Resource Consulting Group position in Q4 2023.
  • United Parcel Service made up 0.04% of Resource Consulting Group's portfolio in Q4 2023, its #68 holding.
  • Resource Consulting Group first reported a position in United Parcel Service in Q3 2022 and has held it in 3 quarters since.
  • Resource Consulting Group's United Parcel Service position peaked at $234K in Q2 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.