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Freedman Financial Associates’s United Parcel Service UPS Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-80
Closed -$17K – 393
2022
Q1 		$17K Buy
+80
New +$17K 0.01% 314
2021
Q2 		– Sell
-500
Closed -$100K – 495
2021
Q1 		$85K Hold
500
– – 0.07% 122
2020
Q4 		$84K Buy
+500
New +$84.4K 0.08% 111

Other funds holding UPS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedman Financial Associates's UPS Position: Q2 2022 in Review

Freedman Financial Associates sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 80 shares — an estimated $17K sold.

Freedman Financial Associates first reported a position in UPS in Q4 2020 and held it in 3 quarters. The position peaked at $85K in Q1 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Freedman Financial Associates reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 80 United Parcel Service shares in Q2 2022, an estimated $17K.
  • Freedman Financial Associates first reported a position in United Parcel Service in Q4 2020 and held it in 3 quarters.
  • Freedman Financial Associates's United Parcel Service position peaked at $85K in Q1 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.