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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunburst Financial Group's UPS Position: Q1 2024 in Review

Sunburst Financial Group sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,380 shares — an estimated $217K sold.

Sunburst Financial Group first reported a position in UPS in Q2 2021 and held it in 10 quarters. The position peaked at $287K in Q2 2023. 2,217 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Sunburst Financial Group reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
Sunburst Financial Group sold 1,380 United Parcel Service shares in Q1 2024, an estimated $217K.
Sunburst Financial Group first reported a position in United Parcel Service in Q2 2021 and held it in 10 quarters.
Sunburst Financial Group's United Parcel Service position peaked at $287K in Q2 2023.
2,217 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Sunburst Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.