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EHP Funds Inc’s United Parcel Service UPS Stock Holding History

EHP Funds Inc’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
2023
Q3 		– Sell
-1,400
Closed -$251K – 298
2023
Q2 		$251K Sell
1,400
-40
-3% -$7.1K 0.06% 153
2023
Q1 		$279K Sell
1,440
-20,000
-93% -$3.67M 0.05% 156
2022
Q4 		$3.73M Sell
21,440
-1,630
-7% -$282K 0.7% 58
2022
Q3 		$3.73M Buy
23,070
+6,570
+40% +$1.24M 0.75% 53
2022
Q2 		$3.01M Sell
16,500
-6,410
-28% -$1.17M 0.5% 79
2022
Q1 		$4.91M Buy
+22,910
New +$4.87M 0.82% 48

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EHP Funds Inc's UPS Position: Q3 2023 in Review

EHP Funds Inc sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,400 shares — an estimated $251K sold.

EHP Funds Inc first reported a position in UPS in Q1 2022 and held it in 6 quarters. The position peaked at $4.91M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • EHP Funds Inc reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • EHP Funds Inc sold 1,400 United Parcel Service shares in Q3 2023, an estimated $251K.
  • EHP Funds Inc first reported a position in United Parcel Service in Q1 2022 and held it in 6 quarters.
  • EHP Funds Inc's United Parcel Service position peaked at $4.91M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on EHP Funds Inc's 13F filing for Q3 2023, filed 14 Nov 2023.