Fundamental Equity Income Fund UPS Holdings History
Fundamental Equity Income Fund's United Parcel Service Inc Holding Summary
As of 2025-03-31, Fundamental Equity Income Fund held 2,633.00 shares of United Parcel Service Inc(UPS), totaling $289,600.00. This investment constitutes 2.55% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 6 purchases of UPS, at an average price of $145.78, for a total of 2,633.00 shares. Based on historical transaction data and UPS's current price of $99.50, Fundamental Equity Income Fund's estimated gain on his UPS holdings is $-121,852.26, reflecting a -31.75% gain to date.
Fundamental Equity Income Fund UPS ($99.50) Holding Chart
Fundamental Equity Income Fund UPS ($99.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
