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Halpern Financial’s United Parcel Service UPS Stock Holding History

Halpern Financial’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
Q3 		– Sell
-89
Closed -$16.2K – 313
2022
Q2 		$16.2K Buy
+89
New +$16.2K 0.01% 134
2022
Q1 		– Sell
-40
Closed -$8.57K – 273
2021
Q4 		$8.57K Hold
40
– – ﹤0.01% 194
2021
Q3 		$7.28K Sell
40
-42
-51% -$8.29K ﹤0.01% 199
2021
Q2 		$17.1K Hold
82
– – 0.01% 116
2021
Q1 		$13.9K Buy
+82
New +$13.3K 0.01% 121

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Halpern Financial's UPS Position: Q3 2022 in Review

Halpern Financial sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 89 shares — an estimated $16.2K sold.

Halpern Financial first reported a position in UPS in Q1 2021 and held it in 5 quarters. The position peaked at $17.1K in Q2 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Halpern Financial reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 89 United Parcel Service shares in Q3 2022, an estimated $16.2K.
  • Halpern Financial first reported a position in United Parcel Service in Q1 2021 and held it in 5 quarters.
  • Halpern Financial's United Parcel Service position peaked at $17.1K in Q2 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.