Summit Wealth Group’s United Parcel Service UPS Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-10,475	Closed	–	–	246
2023 Q1	$0	Buy	+10,475	New	+$1.92M	﹤0.01%	255

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's UPS Position: Q2 2023 in Review

Summit Wealth Group sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 10,475 shares.

Summit Wealth Group first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Summit Wealth Group reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 10,475 United Parcel Service shares in Q2 2023.
Summit Wealth Group first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's United Parcel Service position peaked at $0 in Q1 2023.
2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.