HPC
UPS icon

Hobart Private Capital’s United Parcel Service UPS Stock Holding History

Hobart Private Capital’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
2020
Q4 		– Sell
-2,797
Closed -$466K – 157
2020
Q3 		$466K Sell
2,797
-6,748
-71% -$982K 0.24% 88
2020
Q2 		$1.06M Sell
9,545
-1,208
-11% -$121K 0.6% 35
2020
Q1 		$1M Buy
10,753
+2,915
+37% +$302K 0.69% 40
2019
Q4 		$918K Sell
7,838
-4,507
-37% -$534K 0.56% 46
2019
Q3 		$1.48M Buy
12,345
+45
+0.4% +$5.14K 1.01% 27
2019
Q2 		$1.27M Buy
12,300
+738
+6% +$76.8K 0.88% 31
2019
Q1 		$1.29M Buy
11,562
+1,482
+15% +$157K 0.98% 36
2018
Q4 		$983K Buy
10,080
+3,758
+59% +$407K 0.84% 40
2018
Q3 		$738K Buy
6,322
+1,218
+24% +$143K 0.57% 51
2018
Q2 		$542K Sell
5,104
-294
-5% -$33K 0.44% 68
2018
Q1 		$565K Buy
5,398
+804
+18% +$92.9K 0.5% 64
2017
Q4 		$547K Buy
+4,594
New +$540K 0.49% 68

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hobart Private Capital's UPS Position: Q4 2020 in Review

Hobart Private Capital sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 2,797 shares — an estimated $466K sold.

Hobart Private Capital first reported a position in UPS in Q4 2017 and held it in 12 quarters. The position peaked at $1.48M in Q3 2019. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Hobart Private Capital reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Hobart Private Capital sold 2,797 United Parcel Service shares in Q4 2020, an estimated $466K.
  • Hobart Private Capital first reported a position in United Parcel Service in Q4 2017 and held it in 12 quarters.
  • Hobart Private Capital's United Parcel Service position peaked at $1.48M in Q3 2019.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Hobart Private Capital's 13F filing for Q4 2020, filed 11 Mar 2024.