Hellman Jordan Management Company’s United Parcel Service UPS Stock Holding History

Hellman Jordan Management 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
2021 Q4	–	Sell	-4,071	Closed	-$741K	–	75
2021 Q3	$741K	Sell	4,071 -1,526	-27%	-$301K	1.04%	35
2021 Q2	$1.16M	Sell	5,597 -140	-2%	-$28K	2.07%	14
2021 Q1	$975K	Buy	+5,737	New	+$928K	1.42%	26

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

Hellman Jordan Management Company's UPS Position: Q4 2021 in Review

Hellman Jordan Management Company sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 4,071 shares — an estimated $741K sold.

Hellman Jordan Management Company first reported a position in UPS in Q1 2021 and held it in 3 quarters. The position peaked at $1.16M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Hellman Jordan Management Company reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
Hellman Jordan Management Company sold 4,071 United Parcel Service shares in Q4 2021, an estimated $741K.
Hellman Jordan Management Company first reported a position in United Parcel Service in Q1 2021 and held it in 3 quarters.
Hellman Jordan Management Company's United Parcel Service position peaked at $1.16M in Q2 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Hellman Jordan Management Company's 13F filing for Q4 2021, filed 26 Jan 2022.