HFM
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Harvest Fund Management’s United Parcel Service UPS Stock Holding History

Harvest Fund Management’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
2024
Q1 		– Sell
-436
Closed -$69K – 771
2023
Q4 		$69K Sell
436
-672
-61% -$102K 0.01% 380
2023
Q3 		$173K Sell
1,108
-686
-38% -$118K 0.03% 242
2023
Q2 		$321K Sell
1,794
-1,655
-48% -$294K 0.06% 147
2023
Q1 		$669K Hold
3,449
– – 0.15% 75
2022
Q4 		$599K Sell
3,449
-474
-12% -$82.1K 0.15% 83
2022
Q3 		$634K Buy
3,923
+549
+16% +$104K 0.18% 68
2022
Q2 		$616K Hold
3,374
– – 0.17% 66
2022
Q1 		$723K Buy
3,374
+266
+9% +$56.5K 0.15% 64
2021
Q4 		$665K Buy
3,108
+839
+37% +$171K 0.11% 76
2021
Q3 		$412K Sell
2,269
-20
-0.9% -$3.95K 0.09% 71
2021
Q2 		$480K Buy
2,289
+557
+32% +$111K 0.05% 73
2021
Q1 		$292K Sell
1,732
-3,359
-66% -$543K 0.03% 100
2020
Q4 		$857K Sell
5,091
-292
-5% -$49.3K 0.07% 54
2020
Q3 		$910K Buy
5,383
+4,985
+1,253% +$726K 0.08% 55
2020
Q2 		$45K Sell
398
-1,690
-81% -$169K ﹤0.01% 348
2020
Q1 		$195K Buy
2,088
+212
+11% +$22K 0.02% 128
2019
Q4 		$221K Buy
1,876
+242
+15% +$28.6K 0.02% 101
2019
Q3 		$196K Buy
+1,634
New +$187K 0.03% 124
2019
Q2 		– Sell
-1,413
Closed -$158K – 424
2019
Q1 		$158K Buy
1,413
+189
+15% +$20K 0.03% 143
2018
Q4 		$119K Sell
1,224
-200
-14% -$21.7K 0.02% 166
2018
Q3 		$166K Buy
+1,424
New +$168K 0.03% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Fund Management's UPS Position: Q1 2024 in Review

Harvest Fund Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 436 shares — an estimated $69K sold.

Harvest Fund Management first reported a position in UPS in Q3 2018 and held it in 21 quarters. The position peaked at $910K in Q3 2020. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Harvest Fund Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Harvest Fund Management sold 436 United Parcel Service shares in Q1 2024, an estimated $69K.
  • Harvest Fund Management first reported a position in United Parcel Service in Q3 2018 and held it in 21 quarters.
  • Harvest Fund Management's United Parcel Service position peaked at $910K in Q3 2020.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Harvest Fund Management's 13F filing for Q1 2024, filed 14 May 2024.