Harvey Investment Company’s United Parcel Service UPS Stock Holding History

Harvey Investment Company’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 Q2	–	Sell	-1,438	Closed	-$214K	–	100
2024 Q1	$214K	Hold	1,438	–	–	0.02%	95
2023 Q4	$226K	Hold	1,438	–	–	0.03%	89
2023 Q3	$224K	Hold	1,438	–	–	0.03%	86
2023 Q2	$258K	Sell	1,438 -20	-1%	-$3.55K	0.03%	85
2023 Q1	$283K	Hold	1,458	–	–	0.04%	84
2022 Q4	$253K	Hold	1,458	–	–	0.03%	87
2022 Q3	$236K	Hold	1,458	–	–	0.03%	86
2022 Q2	$266K	Hold	1,458	–	–	0.04%	84
2022 Q1	$313K	Hold	1,458	–	–	0.04%	81
2021 Q4	$313K	Hold	1,458	–	–	0.04%	85
2021 Q3	$266K	Hold	1,458	–	–	0.03%	86
2021 Q2	$303K	Hold	1,458	–	–	0.04%	81
2021 Q1	$248K	Hold	1,458	–	–	0.04%	88
2020 Q4	$246K	Hold	1,458	–	–	0.03%	87
2020 Q3	$243K	Buy	+1,458	New	+$212K	0.04%	84

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

Harvey Investment Company's UPS Position: Q2 2024 in Review

Harvey Investment Company sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,438 shares — an estimated $214K sold.

Harvey Investment Company first reported a position in UPS in Q3 2020 and held it in 15 quarters. The position peaked at $313K in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Harvey Investment Company reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Harvey Investment Company sold 1,438 United Parcel Service shares in Q2 2024, an estimated $214K.
Harvey Investment Company first reported a position in United Parcel Service in Q3 2020 and held it in 15 quarters.
Harvey Investment Company's United Parcel Service position peaked at $313K in Q1 2022.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Harvey Investment Company's 13F filing for Q2 2024, filed 23 Jul 2024.