HC Financial Advisors’s United Parcel Service UPS Stock Holding History

HC Financial Advisors’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
2022 Q2	$50K	Buy	276 +61	+28%	+$11.1K	0.03%	128
2022 Q1	$46K	Hold	215	–	–	0.03%	140
2021 Q4	$46K	Hold	215	–	–	0.03%	145
2021 Q3	$39K	Hold	215	–	–	0.02%	143
2021 Q2	$45K	Hold	215	–	–	0.03%	139
2021 Q1	$37K	Sell	215 -30	-12%	-$4.85K	0.02%	154
2020 Q4	$41K	Hold	245	–	–	0.03%	154
2020 Q3	$41K	Sell	245 -25	-9%	-$3.64K	0.03%	134
2020 Q2	$30K	Hold	270	–	–	0.02%	147
2020 Q1	$25K	Buy	+270	New	+$28K	0.02%	155
2018 Q3	–	Sell	-9,135	Closed	-$970K	–	68
2018 Q2	$970K	Sell	9,135 -2,196	-19%	-$247K	0.95%	44
2018 Q1	$1.19M	Sell	11,331 -550	-5%	-$63.6K	1.17%	41
2017 Q4	$1.42M	Buy	+11,881	New	+$1.4M	1.37%	31

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

HC Financial Advisors's UPS Position: Q2 2022 in Review

HC Financial Advisors increased its United Parcel Service (UPS) stake by 28% in Q2 2022, buying an estimated $11.1K and bringing the position to 276 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #128.

HC Financial Advisors first reported a position in UPS in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2017. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

HC Financial Advisors held 276 shares of United Parcel Service worth $50K as of Q2 2022.
HC Financial Advisors bought 61 United Parcel Service shares in Q2 2022, an estimated $11.1K.
United Parcel Service made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #128 holding.
HC Financial Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 13 quarters since.
HC Financial Advisors's United Parcel Service position peaked at $1.42M in Q4 2017.
2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.