Truepoint Inc’s United Parcel Service UPS Stock Holding History

Truepoint Inc’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	-2,706	Closed	-$425K	–	236
2023 Q4	$425K	Buy	+2,706	New	+$409K	0.01%	136

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Truepoint Inc's UPS Position: Q1 2024 in Review

Truepoint Inc sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 2,706 shares — an estimated $425K sold.

Truepoint Inc first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $425K in Q4 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Truepoint Inc reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 2,706 United Parcel Service shares in Q1 2024, an estimated $425K.
Truepoint Inc first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
Truepoint Inc's United Parcel Service position peaked at $425K in Q4 2023.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.