RWB
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RMR Wealth Builders’s United Parcel Service UPS Stock Holding History

RMR Wealth Builders’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 		– Sell
-5,180
Closed -$814K – 265
2023
Q4 		$814K Buy
5,180
+1,312
+34% +$198K 0.11% 102
2023
Q3 		$603K Buy
+3,868
New +$668K 0.1% 119
2021
Q2 		– Sell
-534
Closed -$91K – 674
2021
Q1 		$91K Buy
534
+409
+327% +$66.2K 0.02% 280
2020
Q4 		$21K Buy
+125
New +$21.1K 0.01% 349
2020
Q3 		– Sell
-200
Closed -$22K – 453
2020
Q2 		$22K Buy
+200
New +$20K 0.02% 304
2019
Q4 		$23K Buy
+200
New +$23.7K 0.02% 304

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's UPS Position: Q1 2024 in Review

RMR Wealth Builders sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 5,180 shares — an estimated $814K sold.

RMR Wealth Builders first reported a position in UPS in Q4 2019 and held it in 6 quarters. The position peaked at $814K in Q4 2023. 2,217 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • RMR Wealth Builders reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 5,180 United Parcel Service shares in Q1 2024, an estimated $814K.
  • RMR Wealth Builders first reported a position in United Parcel Service in Q4 2019 and held it in 6 quarters.
  • RMR Wealth Builders's United Parcel Service position peaked at $814K in Q4 2023.
  • 2,217 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on RMR Wealth Builders's 13F filing for Q1 2024, filed 15 Apr 2024.