Retirement Group’s United Parcel Service UPS Stock Holding History

Retirement 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
2024 Q1	$23.2K	Buy	156 +101	+184%	+$15.4K	0.01%	341
2023 Q4	$8.65K	Hold	55	–	–	﹤0.01%	469
2023 Q3	$8.57K	Hold	55	–	–	﹤0.01%	432
2023 Q2	$9.86K	Buy	55 +50	+1,000%	+$8.88K	﹤0.01%	412
2023 Q1	$1K	Hold	5	–	–	﹤0.01%	665
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	609
2022 Q3	$1K	Sell	5 -22	-81%	-$4.17K	﹤0.01%	455
2022 Q2	$5K	Hold	27	–	–	﹤0.01%	537
2022 Q1	$6K	Buy	27 +14	+108%	+$2.98K	﹤0.01%	532
2021 Q4	$3K	Sell	13 -27	-68%	-$5.49K	﹤0.01%	593
2021 Q3	$7K	Hold	40	–	–	﹤0.01%	422
2021 Q2	$8K	Buy	+40	New	+$8K	﹤0.01%	441
2019 Q4	$3K	Buy	+22	New	+$2.6K	﹤0.01%	507

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Group's UPS Position: Q1 2024 in Review

Retirement Group increased its United Parcel Service (UPS) stake by 184% in Q1 2024, buying an estimated $15.4K and bringing the position to 156 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #341.

Retirement Group first reported a position in UPS in Q4 2019 and has held it in 13 quarters since. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Retirement Group held 156 shares of United Parcel Service worth $23.2K as of Q1 2024.
Retirement Group bought 101 United Parcel Service shares in Q1 2024, an estimated $15.4K.
United Parcel Service made up 0.01% of Retirement Group's portfolio in Q1 2024, its #341 holding.
Retirement Group first reported a position in United Parcel Service in Q4 2019 and has held it in 13 quarters since.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.