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

Resource Planning 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
Q1 		– Sell
-1,291
Closed -$224K – 67
2022
Q4 		$224K Buy
1,291
+2
+0.2% +$346 0.18% 59
2022
Q3 		$208K Buy
+1,289
New +$244K 0.18% 61
2022
Q2 		– Sell
-973
Closed -$209K – 70
2022
Q1 		$209K Buy
973
+2
+0.2% +$425 0.15% 66
2021
Q4 		$208K Sell
971
-196
-17% -$39.9K 0.14% 66
2021
Q3 		$212K Sell
1,167
-48
-4% -$9.47K 0.13% 81
2021
Q2 		$253K Buy
+1,215
New +$243K 0.15% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resource Planning Group's UPS Position: Q1 2023 in Review

Resource Planning Group sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,291 shares — an estimated $224K sold.

Resource Planning Group first reported a position in UPS in Q2 2021 and held it in 6 quarters. The position peaked at $253K in Q2 2021. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Resource Planning Group reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Resource Planning Group sold 1,291 United Parcel Service shares in Q1 2023, an estimated $224K.
  • Resource Planning Group first reported a position in United Parcel Service in Q2 2021 and held it in 6 quarters.
  • Resource Planning Group's United Parcel Service position peaked at $253K in Q2 2021.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.