Harvey Capital Management’s United Parcel Service UPS Stock Holding History

Harvey Capital 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
2020 Q1	–	Sell	-2,500	Closed	-$292K	–	86
2019 Q4	$292K	Hold	2,500	–	–	0.13%	69
2019 Q3	$299K	Hold	2,500	–	–	0.15%	68
2019 Q2	$258K	Hold	2,500	–	–	0.12%	71
2019 Q1	$279K	Hold	2,500	–	–	0.13%	69
2018 Q4	$243K	Hold	2,500	–	–	0.13%	70
2018 Q3	$291K	Hold	2,500	–	–	0.12%	68
2018 Q2	$265K	Hold	2,500	–	–	0.11%	73
2018 Q1	$261K	Hold	2,500	–	–	0.1%	74
2017 Q4	$297K	Hold	2,500	–	–	0.11%	73
2017 Q3	$300K	Hold	2,500	–	–	0.12%	66
2017 Q2	$276K	Hold	2,500	–	–	0.12%	72
2017 Q1	$268K	Hold	2,500	–	–	0.12%	69
2016 Q4	$286K	Hold	2,500	–	–	0.13%	66
2016 Q3	$273K	Hold	2,500	–	–	0.08%	65
2016 Q2	$269K	Hold	2,500	–	–	0.13%	62
2016 Q1	$263K	Hold	2,500	–	–	0.13%	64
2015 Q4	$240K	Sell	2,500 -1,000	-29%	-$102K	0.09%	74
2015 Q3	$345K	Hold	3,500	–	–	0.14%	68
2015 Q2	$340K	Hold	3,500	–	–	0.12%	69
2015 Q1	$339K	Hold	3,500	–	–	0.12%	66
2014 Q4	$389K	Hold	3,500	–	–	0.15%	60
2014 Q3	$344K	Buy	3,500 +1,000	+40%	+$99.4K	0.13%	61
2014 Q2	$256K	Hold	2,500	–	–	0.09%	67
2014 Q1	$243K	Hold	2,500	–	–	0.1%	69
2013 Q4	$262K	Buy	+2,500	New	+$246K	0.11%	72

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Harvey Capital Management's UPS Position: Q1 2020 in Review

Harvey Capital Management sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 2,500 shares — an estimated $292K sold.

Harvey Capital Management first reported a position in UPS in Q4 2013 and held it in 25 quarters. The position peaked at $389K in Q4 2014. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

Harvey Capital Management reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
Harvey Capital Management sold 2,500 United Parcel Service shares in Q1 2020, an estimated $292K.
Harvey Capital Management first reported a position in United Parcel Service in Q4 2013 and held it in 25 quarters.
Harvey Capital Management's United Parcel Service position peaked at $389K in Q4 2014.
1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Harvey Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.