HC
UPS icon

Hatton Consulting’s United Parcel Service UPS Stock Holding History

Hatton Consulting’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
Q3 		$202K Hold
1,108
– – 0.15% 41
2021
Q2 		$230K Buy
+1,108
New +$222K 0.18% 44

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hatton Consulting's UPS Position: Q3 2021 in Review

Hatton Consulting held its United Parcel Service (UPS) position steady in Q3 2021 at 1,108 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #41.

Hatton Consulting first reported a position in UPS in Q2 2021 and has held it in 2 quarters since. The position peaked at $230K in Q2 2021. 1,978 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Hatton Consulting held 1,108 shares of United Parcel Service worth $202K as of Q3 2021.
  • Hatton Consulting left its United Parcel Service share count unchanged in Q3 2021.
  • United Parcel Service made up 0.15% of Hatton Consulting's portfolio in Q3 2021, its #41 holding.
  • Hatton Consulting first reported a position in United Parcel Service in Q2 2021 and has held it in 2 quarters since.
  • Hatton Consulting's United Parcel Service position peaked at $230K in Q2 2021.
  • 1,978 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.