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Strategic Financial Concepts’s United Parcel Service UPS Stock Holding History

Strategic Financial Concepts’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
-47,721
Closed -$3.93K – 705
2024
Q2 		$3.93K Buy
+47,721
New +$6.83M ﹤0.01% 503

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

Strategic Financial Concepts's UPS Position: Q3 2024 in Review

Strategic Financial Concepts sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 47,721 shares — an estimated $3.93K sold.

Strategic Financial Concepts first reported a position in UPS in Q2 2024 and held it in 1 quarter. The position peaked at $3.93K in Q2 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Strategic Financial Concepts reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 47,721 United Parcel Service shares in Q3 2024, an estimated $3.93K.
  • Strategic Financial Concepts first reported a position in United Parcel Service in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's United Parcel Service position peaked at $3.93K in Q2 2024.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.