Harvest Group Wealth Management’s United Parcel Service UPS Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-115	Closed	-$19K	–	681
2020 Q4	$19K	Buy	115 +2	+2%	+$338	0.01%	176
2020 Q3	$19K	Sell	113 -20	-15%	-$2.91K	0.01%	174
2020 Q2	$14K	Buy	133 +21	+19%	+$2.1K	0.01%	191
2020 Q1	$10K	Buy	112 +2	+2%	+$207	0.01%	207
2019 Q4	$12K	Hold	110	–	–	0.01%	219
2019 Q3	$13K	Buy	110 +1	+0.9%	+$114	0.02%	226
2019 Q2	$11K	Buy	109 +1	+0.9%	+$104	0.01%	214
2019 Q1	$12K	Buy	+108	New	+$11.5K	0.01%	216

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Group Wealth Management's UPS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 115 shares — an estimated $19K sold.

Harvest Group Wealth Management first reported a position in UPS in Q1 2019 and held it in 8 quarters. The position peaked at $19K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Harvest Group Wealth Management reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 115 United Parcel Service shares in Q1 2021, an estimated $19K.
Harvest Group Wealth Management first reported a position in United Parcel Service in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's United Parcel Service position peaked at $19K in Q4 2020.
1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.