Number of Shares
19,530.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.08%
Total Estimate Gain
$-454,321.07
% of Total Estimate Gain
-18.49%

Optimist Retirement Group LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 19,530.00 shares of United Parcel Service Inc(UPS), totaling $2.15 Mil. This investment constitutes 1.08% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 5 purchases of UPS, at an average price of $125.79, for a total of 19,530.00 shares. Based on historical transaction data and UPS's current price of $102.53, Optimist Retirement Group LLC's estimated gain on his UPS holdings is $-454,321.07, reflecting a -18.49% gain to date.

Optimist Retirement Group LLC UPS ($102.53) Holding Chart

Optimist Retirement Group LLC UPS ($102.53) 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 %

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