Zurich Insurance Group’s United Parcel Service UPS Stock Holding History

Zurich Insurance 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 Q3	–	Sell	-10,900	Closed	-$1.95M	–	292
2023 Q2	$1.95M	Hold	10,900	–	–	0.02%	145
2023 Q1	$2.11M	Buy	+10,900	New	+$2M	0.03%	141
2019 Q4	–	Sell	-152,999	Closed	-$18.3M	–	474
2019 Q3	$18.3M	Buy	152,999 +4,546	+3%	+$520K	0.35%	71
2019 Q2	$15.3M	Sell	148,453 -67,428	-31%	-$7.01M	0.3%	80
2019 Q1	$24.1M	Buy	215,881 +1,056	+0.5%	+$112K	0.52%	48
2018 Q4	$21M	Buy	214,825 +105,899	+97%	+$11.5M	0.5%	52
2018 Q3	$12.7M	Buy	+108,926	New	+$12.8M	0.27%	110
2018 Q2	–	Sell	-109,824	Closed	-$11.5M	–	540
2018 Q1	$11.5M	Sell	109,824 -1,346	-1%	-$156K	0.27%	97
2017 Q4	$13.2M	Buy	111,170 +13,650	+14%	+$1.6M	0.31%	73
2017 Q3	$11.7M	Sell	97,520 -4,488	-4%	-$510K	0.32%	72
2017 Q2	$11.3M	Buy	102,008 +5,552	+6%	+$593K	0.32%	70
2017 Q1	$10.3M	Sell	96,456 -2,837	-3%	-$310K	0.3%	74
2016 Q4	$11.4M	Sell	99,293 -7,763	-7%	-$875K	0.36%	59
2016 Q3	$11.7M	Sell	107,056 -42,855	-29%	-$4.68M	0.39%	63
2016 Q2	$16.1M	Buy	149,911 +47,568	+46%	+$4.95M	0.56%	44
2016 Q1	$10.8M	Buy	102,343 +11,460	+13%	+$1.11M	0.38%	65
2015 Q4	$8.75M	Buy	90,883 +20,673	+29%	+$2.11M	0.31%	96
2015 Q3	$6.93M	Buy	+70,210	New	+$6.93M	0.25%	125

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zurich Insurance Group's UPS Position: Q3 2023 in Review

Zurich Insurance Group sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 10,900 shares — an estimated $1.95M sold.

Zurich Insurance Group first reported a position in UPS in Q3 2015 and held it in 18 quarters. The position peaked at $24.1M in Q1 2019. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Zurich Insurance Group reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Zurich Insurance Group sold 10,900 United Parcel Service shares in Q3 2023, an estimated $1.95M.
Zurich Insurance Group first reported a position in United Parcel Service in Q3 2015 and held it in 18 quarters.
Zurich Insurance Group's United Parcel Service position peaked at $24.1M in Q1 2019.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.