HawsGoodwin Investment Management’s United Parcel Service UPS Stock Holding History

HawsGoodwin Investment 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 Q4	$1.72M	Sell	8,025 -203	-2%	-$41.3K	0.5%	49
2021 Q3	$1.5M	Sell	8,228 -68	-0.8%	-$13.4K	0.45%	51
2021 Q2	$1.73M	Sell	8,296 -487	-6%	-$97.4K	0.53%	48
2021 Q1	$1.49M	Sell	8,783 -1,052	-11%	-$170K	0.48%	51
2020 Q4	$1.66M	Sell	9,835 -171	-2%	-$28.9K	0.52%	42
2020 Q3	$1.67M	Buy	10,006 +1	+0%	+$146	0.59%	38
2020 Q2	$1.11M	Sell	10,005 -1,993	-17%	-$199K	0.44%	52
2020 Q1	$1.12M	Sell	11,998 -1,171	-9%	-$121K	0.56%	53
2019 Q4	$1.54M	Buy	+13,169	New	+$1.56M	0.81%	49

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HawsGoodwin Investment Management's UPS Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its United Parcel Service (UPS) stake by 2.5% in Q4 2021, selling an estimated $41.3K and leaving 8,025 shares worth $1.72M. The position accounts for 0.5% of the portfolio, ranked #49.

HawsGoodwin Investment Management first reported a position in UPS in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

HawsGoodwin Investment Management held 8,025 shares of United Parcel Service worth $1.72M as of Q4 2021.
HawsGoodwin Investment Management sold 203 United Parcel Service shares in Q4 2021, an estimated $41.3K.
United Parcel Service made up 0.5% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #49 holding.
HawsGoodwin Investment Management first reported a position in United Parcel Service in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's United Parcel Service position peaked at $1.73M in Q2 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.