HC
UPS icon

HHG & Company’s United Parcel Service UPS Stock Holding History

HHG & 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
2016
Q1 		$4.37M Buy
41,443
+182
+0.4% +$17.7K 1.21% 16
2015
Q4 		$3.97M Buy
41,261
+22
+0.1% +$2.25K 1.07% 15
2015
Q3 		$4.07M Buy
41,239
+444
+1% +$43.8K 1.24% 17
2015
Q2 		$3.95M Sell
40,795
-54
-0.1% -$5.37K 1.14% 18
2015
Q1 		$3.96M Sell
40,849
-4,499
-10% -$462K 1.04% 19
2014
Q4 		$5.04M Buy
45,348
+1,968
+5% +$208K 1.21% 12
2014
Q3 		$4.26M Buy
43,380
+2,296
+6% +$228K 1.4% 14
2014
Q2 		$4.21M Buy
41,084
+838
+2% +$84.1K 1.37% 15
2014
Q1 		$3.93M Buy
40,246
+2,081
+5% +$203K 1.34% 19
2013
Q4 		$4.02M Buy
38,165
+2,147
+6% +$211K 1.49% 15
2013
Q3 		$3.3M Buy
36,018
+1,925
+6% +$169K 1.33% 20
2013
Q2 		$2.94M Buy
+34,093
New +$2.92M 1.19% 21

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return