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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

UPS holding history

United Parcel Service Inc in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q1 2024 holdings

Shares (Q1 2024)
156
Value
$23.2K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2021
Holdings of UPS by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024156$23.2K<0.1%+101+183.6%AddedHolders
Q4 202355$8.65K<0.1%00.0%UnchangedHolders
Q3 202355$8.57K<0.1%00.0%UnchangedHolders
Q2 202355$9.86K<0.1%+50+1,000.0%AddedHolders
Q1 20235$1.00K<0.1%00.0%UnchangedHolders
Q4 20225$1.00K<0.1%00.0%UnchangedHolders
Q3 20225$1.00K<0.1%−22−81.5%ReducedHolders
Q2 202227$5.00K<0.1%00.0%UnchangedHolders
Q1 202227$6.00K<0.1%+14+107.7%AddedHolders
Q4 202113$3.00K<0.1%−27−67.5%ReducedHolders
Q3 202140$7.00K<0.1%00.0%UnchangedHolders
Q2 202140$8.00K<0.1%+40NewHolders