HFS
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HBC Financial Services’s United Parcel Service UPS Stock Holding History

HBC Financial Services’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
Q4 		$28K Buy
222
+1
+0.5% +$132 0.02% 86
2024
Q3 		$29K Buy
221
+2
+0.9% +$263 0.02% 88
2024
Q2 		$28K Buy
219
+1
+0.5% +$143 0.02% 90
2024
Q1 		$31K Buy
218
+1
+0.5% +$152 0.02% 81
2023
Q4 		$34K Buy
217
+2
+0.9% +$302 0.02% 81
2023
Q3 		$33K Buy
215
+1
+0.5% +$173 0.02% 73
2023
Q2 		$39K Sell
214
-384
-64% -$68.2K 0.03% 74
2023
Q1 		$115K Buy
598
+1
+0.2% +$183 0.09% 39
2022
Q4 		$105K Buy
597
+151
+34% +$26.1K 0.08% 41
2022
Q3 		$72K Hold
446
– – 0.06% 44
2022
Q2 		$82K Buy
446
+1
+0.2% +$182 0.06% 43
2022
Q1 		$81K Sell
445
-72
-14% -$15.3K 0.06% 46
2021
Q4 		$110K Buy
517
+134
+35% +$27.3K 0.07% 41
2021
Q3 		$69K Buy
383
+50
+15% +$9.87K 0.05% 47
2021
Q2 		$70K Sell
333
-99
-23% -$19.8K 0.05% 48
2021
Q1 		$77.7K Buy
432
+50
+13% +$8.09K 0.05% 49
2020
Q4 		$61K Buy
382
+51
+15% +$8.61K 0.05% 56
2020
Q3 		$54K Buy
331
+125
+61% +$18.2K 0.05% 54
2020
Q2 		$25K Buy
206
+2
+1% +$200 0.02% 84
2020
Q1 		$18K Hold
204
– – 0.02% 90
2019
Q4 		$24K Buy
+204
New +$24.1K 0.02% 97

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

HBC Financial Services's UPS Position: Q4 2024 in Review

HBC Financial Services increased its United Parcel Service (UPS) stake by 0.45% in Q4 2024, buying an estimated $132 and bringing the position to 222 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #86.

HBC Financial Services first reported a position in UPS in Q4 2019 and has held it in 21 quarters since. The position peaked at $115K in Q1 2023. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • HBC Financial Services held 222 shares of United Parcel Service worth $28K as of Q4 2024.
  • HBC Financial Services bought 1 United Parcel Service share in Q4 2024, an estimated $132.
  • United Parcel Service made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #86 holding.
  • HBC Financial Services first reported a position in United Parcel Service in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's United Parcel Service position peaked at $115K in Q1 2023.
  • 2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.