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Harfst & Associates’s United Parcel Service UPS Stock Holding History

Harfst & 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
-1,927
Closed -$413K – 117
2022
Q1 		$413K Buy
1,927
+7
+0.4% +$1.49K 0.1% 102
2021
Q4 		$411K Buy
+1,920
New +$391K 0.1% 98
2016
Q1 		– Sell
-577
Closed -$55K – 239
2015
Q4 		$55K Buy
577
+471
+444% +$48.1K 0.02% 176
2015
Q3 		$10K Hold
106
– – ﹤0.01% 234
2015
Q2 		$10K Buy
+106
New +$10.5K 0.01% 272

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
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

Harfst & Associates's UPS Position: Q2 2022 in Review

Harfst & Associates sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,927 shares — an estimated $413K sold.

Harfst & Associates first reported a position in UPS in Q2 2015 and held it in 5 quarters. The position peaked at $413K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Harfst & Associates reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Harfst & Associates sold 1,927 United Parcel Service shares in Q2 2022, an estimated $413K.
  • Harfst & Associates first reported a position in United Parcel Service in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's United Parcel Service position peaked at $413K in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Harfst & Associates's 13F filing for Q2 2022, filed 28 Jul 2022.