RFG
UPS icon

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

RFP 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
2024
Q3 		– Sell
-902
Closed -$123K – 760
2024
Q2 		$123K Buy
902
+400
+80% +$57.3K 0.05% 146
2024
Q1 		$74.6K Sell
502
-374
-43% -$56.9K 0.03% 170
2023
Q4 		$138K Hold
876
– – 0.06% 116
2023
Q3 		$137K Hold
876
– – 0.06% 103
2023
Q2 		$157K Buy
876
+750
+595% +$133K 0.06% 113
2023
Q1 		$24.4K Sell
126
-750
-86% -$138K 0.03% 168
2022
Q4 		$152K Buy
+876
New +$152K 0.07% 108

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RFP Financial Group's UPS Position: Q3 2024 in Review

RFP Financial Group sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 902 shares — an estimated $123K sold.

RFP Financial Group first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $157K in Q2 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • RFP Financial Group reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 902 United Parcel Service shares in Q3 2024, an estimated $123K.
  • RFP Financial Group first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's United Parcel Service position peaked at $157K in Q2 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.