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Sturgeon Ventures’s United Parcel Service UPS Stock Holding History

Sturgeon Ventures’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
Q3 		$12.5K Hold
80
– – 0.02% 38
2023
Q2 		$14.4K Hold
80
– – 0.02% 38
2023
Q1 		$15.5K Buy
+80
New +$14.7K 0.02% 38

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

Sturgeon Ventures's UPS Position: Q3 2023 in Review

Sturgeon Ventures held its United Parcel Service (UPS) position steady in Q3 2023 at 80 shares worth $12.5K. The position accounts for 0.02% of the portfolio, ranked #38.

Sturgeon Ventures first reported a position in UPS in Q1 2023 and has held it in 3 quarters since. The position peaked at $15.5K in Q1 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Sturgeon Ventures held 80 shares of United Parcel Service worth $12.5K as of Q3 2023.
  • Sturgeon Ventures left its United Parcel Service share count unchanged in Q3 2023.
  • United Parcel Service made up 0.02% of Sturgeon Ventures's portfolio in Q3 2023, its #38 holding.
  • Sturgeon Ventures first reported a position in United Parcel Service in Q1 2023 and has held it in 3 quarters since.
  • Sturgeon Ventures's United Parcel Service position peaked at $15.5K in Q1 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.