WCM Quality Dividend Growth Fund UPS Holdings History
WCM Quality Dividend Growth Fund's United Parcel Service Inc Holding Summary
As of 2025-03-31, WCM Quality Dividend Growth Fund held 572.00 shares of United Parcel Service Inc(UPS), totaling $62,910.00. This investment constitutes 3.33% of their stock portfolio, and WCM Quality Dividend Growth Fund now holds 0% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2023Q3. And since then WCM Quality Dividend Growth Fund has made 4 purchases of UPS, at an average price of $145.41, for a total of 1,666.00 shares. In addition, there have been 2 sales at an average price of $119.93 for 1,094.00 shares. Based on historical transaction data and UPS's current price of $100.04, WCM Quality Dividend Growth Fund's estimated gain on his UPS holdings is $-53,828.58, reflecting a -22.22% gain to date.
WCM Quality Dividend Growth Fund UPS ($100.04) Holding Chart
WCM Quality Dividend Growth Fund UPS ($100.04) 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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