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

Heritage 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
2022
Q3 		– Sell
-100
Closed -$18K – 449
2022
Q2 		$18K Buy
+100
New +$18.2K 0.01% 259

Other funds holding UPS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Financial Services's UPS Position: Q3 2022 in Review

Heritage Financial Services sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 100 shares — an estimated $18K sold.

Heritage Financial Services first reported a position in UPS in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Heritage Financial Services reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 100 United Parcel Service shares in Q3 2022, an estimated $18K.
  • Heritage Financial Services first reported a position in United Parcel Service in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's United Parcel Service position peaked at $18K in Q2 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.