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Cooper/Haims Advisors’s United Parcel Service UPS Stock Holding History

Cooper/Haims Advisors’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
2021
Q2 		– Sell
-1,206
Closed -$205K – 90
2021
Q1 		$205K Buy
+1,206
New +$195K 0.15% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cooper/Haims Advisors's UPS Position: Q2 2021 in Review

Cooper/Haims Advisors sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 1,206 shares — an estimated $205K sold.

Cooper/Haims Advisors first reported a position in UPS in Q1 2021 and held it in 1 quarter. The position peaked at $205K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Cooper/Haims Advisors reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 1,206 United Parcel Service shares in Q2 2021, an estimated $205K.
  • Cooper/Haims Advisors first reported a position in United Parcel Service in Q1 2021 and held it in 1 quarter.
  • Cooper/Haims Advisors's United Parcel Service position peaked at $205K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Cooper/Haims Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.