HFR Wealth Management’s United Parcel Service UPS Stock Holding History

HFR Wealth 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
2024 Q2	–	Sell	-1,400	Closed	-$208K	–	55
2024 Q1	$208K	Sell	1,400 -200	-13%	-$30.4K	0.05%	54
2023 Q4	$252K	Sell	1,600 -170	-10%	-$25.7K	0.07%	52
2023 Q3	$276K	Hold	1,770	–	–	0.08%	49
2023 Q2	$317K	Sell	1,770 -50	-3%	-$8.88K	0.09%	49
2023 Q1	$353K	Sell	1,820 -116	-6%	-$21.3K	0.1%	48
2022 Q4	$337K	Sell	1,936 -120	-6%	-$20.8K	0.1%	48
2022 Q3	$332K	Hold	2,056	–	–	0.11%	45
2022 Q2	$375K	Hold	2,056	–	–	0.11%	43
2022 Q1	$441K	Sell	2,056 -96	-4%	-$20.4K	0.12%	45
2021 Q4	$461K	Hold	2,152	–	–	0.12%	45
2021 Q3	$392K	Hold	2,152	–	–	0.11%	44
2021 Q2	$448K	Buy	+2,152	New	+$431K	0.13%	41

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HFR Wealth Management's UPS Position: Q2 2024 in Review

HFR Wealth Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,400 shares — an estimated $208K sold.

HFR Wealth Management first reported a position in UPS in Q2 2021 and held it in 12 quarters. The position peaked at $461K in Q4 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

HFR Wealth Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
HFR Wealth Management sold 1,400 United Parcel Service shares in Q2 2024, an estimated $208K.
HFR Wealth Management first reported a position in United Parcel Service in Q2 2021 and held it in 12 quarters.
HFR Wealth Management's United Parcel Service position peaked at $461K in Q4 2021.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on HFR Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.