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Charles D. Hyman’s United Parcel Service UPS Stock Holding History

Charles D. Hyman’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
2024
Q2 		$424K Sell
3,101
-67
-2% -$9.59K 0.02% 176
2024
Q1 		$471K Sell
3,168
-3,367
-52% -$512K 0.03% 170
2023
Q4 		$1.03M Buy
6,535
+315
+5% +$47.6K 0.06% 125
2023
Q3 		$970K Sell
6,220
-24
-0.4% -$4.14K 0.06% 118
2023
Q2 		$1.12M Sell
6,244
-56
-0.9% -$9.94K 0.07% 115
2023
Q1 		$1.22M Buy
6,300
+455
+8% +$83.5K 0.08% 110
2022
Q4 		$1.02M Buy
5,845
+4
+0.1% +$692 0.07% 111
2022
Q3 		$944K Sell
5,841
-56
-0.9% -$10.6K 0.07% 108
2022
Q2 		$1.08M Buy
5,897
+100
+2% +$18.2K 0.08% 106
2022
Q1 		$1.24M Buy
5,797
+639
+12% +$136K 0.08% 111
2021
Q4 		$1.11M Sell
5,158
-80
-2% -$16.3K 0.07% 122
2021
Q3 		$954K Hold
5,238
– – 0.07% 123
2021
Q2 		$1.09M Hold
5,238
– – 0.08% 120
2021
Q1 		$890K Sell
5,238
-27
-0.5% -$4.37K 0.07% 127
2020
Q4 		$887K Buy
5,265
+27
+0.5% +$4.56K 0.07% 123
2020
Q3 		$873K Hold
5,238
– – 0.08% 122
2020
Q2 		$582K Hold
5,238
– – 0.06% 135
2020
Q1 		$489K Buy
5,238
+923
+21% +$95.6K 0.06% 116
2019
Q4 		$505K Buy
4,315
+411
+11% +$48.7K 0.05% 128
2019
Q3 		$468K Hold
3,904
– – 0.05% 129
2019
Q2 		$403K Hold
3,904
– – 0.04% 137
2019
Q1 		$436K Sell
3,904
-140
-3% -$14.8K 0.04% 137
2018
Q4 		$394K Buy
4,044
+2,177
+117% +$236K 0.05% 127
2018
Q3 		$218K Buy
+1,867
New +$220K 0.02% 168
2018
Q1 		– Sell
-1,844
Closed -$220K – 180
2017
Q4 		$220K Hold
1,844
– – 0.03% 154
2017
Q3 		$221K Hold
1,844
– – 0.03% 145
2017
Q2 		$204K Buy
+1,844
New +$197K 0.03% 143

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles D. Hyman's UPS Position: Q2 2024 in Review

Charles D. Hyman reduced its United Parcel Service (UPS) stake by 2.1% in Q2 2024, selling an estimated $9.59K and leaving 3,101 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #176.

Charles D. Hyman first reported a position in UPS in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.24M in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Charles D. Hyman held 3,101 shares of United Parcel Service worth $424K as of Q2 2024.
  • Charles D. Hyman sold 67 United Parcel Service shares in Q2 2024, an estimated $9.59K.
  • United Parcel Service made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #176 holding.
  • Charles D. Hyman first reported a position in United Parcel Service in Q2 2017 and has held it in 27 quarters since.
  • Charles D. Hyman's United Parcel Service position peaked at $1.24M in Q1 2022.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.