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

HL 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
2019
Q1 		$4.47M Sell
40,003
-8,035
-17% -$852K 0.07% 178
2018
Q4 		$4.68M Buy
48,038
+8,826
+23% +$957K 0.08% 151
2018
Q3 		$4.58M Buy
39,212
+5,647
+17% +$665K 0.07% 172
2018
Q2 		$3.57M Buy
33,565
+16,512
+97% +$1.85M 0.06% 194
2018
Q1 		$1.78M Sell
17,053
-954
-5% -$110K 0.03% 275
2017
Q4 		$2.15M Buy
18,007
+2,093
+13% +$246K 0.04% 208
2017
Q3 		$1.91M Sell
15,914
-331
-2% -$37.6K 0.04% 254
2017
Q2 		$1.8M Buy
16,245
+651
+4% +$69.6K 0.04% 253
2017
Q1 		$1.67M Sell
15,594
-909
-6% -$99.3K 0.03% 252
2016
Q4 		$1.89M Buy
16,503
+630
+4% +$71K 0.04% 238
2016
Q3 		$1.74M Buy
15,873
+998
+7% +$109K 0.04% 246
2016
Q2 		$1.6M Sell
14,875
-3,995
-21% -$416K 0.04% 256
2016
Q1 		$1.99M Buy
18,870
+1,015
+6% +$98.6K 0.05% 209
2015
Q4 		$1.72M Buy
17,855
+1,540
+9% +$157K 0.04% 229
2015
Q3 		$1.61M Buy
16,315
+3,137
+24% +$310K 0.05% 202
2015
Q2 		$1.28M Buy
13,178
+653
+5% +$64.9K 0.03% 253
2015
Q1 		$1.21M Buy
12,525
+163
+1% +$16.7K 0.03% 250
2014
Q4 		$1.37M Buy
12,362
+221
+2% +$23.3K 0.04% 217
2014
Q3 		$1.19M Sell
12,141
-56
-0.5% -$5.56K 0.03% 234
2014
Q2 		$1.25M Buy
12,197
+250
+2% +$25.1K 0.04% 228
2014
Q1 		$1.16M Buy
11,947
+488
+4% +$47.6K 0.04% 229
2013
Q4 		$1.2M Buy
11,459
+507
+5% +$49.9K 0.04% 231
2013
Q3 		$1M Sell
10,952
-71
-0.6% -$6.24K 0.04% 235
2013
Q2 		$953K Buy
+11,023
New +$946K 0.04% 230

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HL Financial Services's UPS Position: Q1 2019 in Review

HL Financial Services reduced its United Parcel Service (UPS) stake by 17% in Q1 2019, selling an estimated $852K and leaving 40,003 shares worth $4.47M. The position accounts for 0.07% of the portfolio, ranked #178.

HL Financial Services first reported a position in UPS in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.68M in Q4 2018. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • HL Financial Services held 40,003 shares of United Parcel Service worth $4.47M as of Q1 2019.
  • HL Financial Services sold 8,035 United Parcel Service shares in Q1 2019, an estimated $852K.
  • United Parcel Service made up 0.07% of HL Financial Services's portfolio in Q1 2019, its #178 holding.
  • HL Financial Services first reported a position in United Parcel Service in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's United Parcel Service position peaked at $4.68M in Q4 2018.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.