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

Sunburst 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 Q1	–	Sell	-1,380	Closed	-$217K	–	114
2023 Q4	$217K	Sell	1,380 -215	-13%	-$32.5K	0.07%	96
2023 Q3	$249K	Sell	1,595 -6	-0.4%	-$1.04K	0.09%	79
2023 Q2	$287K	Buy	1,601 +143	+10%	+$25.4K	0.1%	77
2023 Q1	$283K	Sell	1,458 -91	-6%	-$16.7K	0.1%	79
2022 Q4	$269K	Sell	1,549 -27	-2%	-$4.67K	0.11%	79
2022 Q3	$255K	Buy	1,576 +267	+20%	+$50.6K	0.12%	76
2022 Q2	$239K	Buy	1,309 +88	+7%	+$16.1K	0.11%	77
2022 Q1	$262K	Buy	1,221 +173	+17%	+$36.8K	0.13%	65
2021 Q4	$225K	Buy	+1,048	New	+$213K	0.11%	68
2021 Q3	–	Sell	-1,046	Closed	-$218K	–	65
2021 Q2	$218K	Buy	+1,046	New	+$209K	0.14%	60

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

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

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

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