Hoese & Co’s United Parcel Service UPS Stock Holding History

Hoese & Co’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	-26	Closed	-$3.85K	–	157
2024 Q1	$3.85K	Hold	26	–	–	﹤0.01%	131
2023 Q4	$3.94K	Hold	26	–	–	﹤0.01%	140
2023 Q3	$4.05K	Hold	26	–	–	﹤0.01%	148
2023 Q2	$4.66K	Hold	26	–	–	﹤0.01%	155
2023 Q1	$4.74K	Hold	26	–	–	0.01%	153
2022 Q4	$5K	Sell	26 -20	-43%	-$3.46K	0.01%	161
2022 Q3	$7K	Hold	46	–	–	0.01%	156
2022 Q2	$8K	Hold	46	–	–	0.01%	156
2022 Q1	$10K	Hold	46	–	–	0.01%	152
2021 Q4	$10K	Buy	46 +26	+130%	+$5.29K	0.01%	149
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	174
2021 Q2	$4K	Sell	20 -28	-58%	-$5.6K	﹤0.01%	184
2021 Q1	$8K	Buy	+48	New	+$7.76K	0.01%	97

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

Hoese & Co's UPS Position: Q2 2024 in Review

Hoese & Co sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 26 shares — an estimated $3.85K sold.

Hoese & Co first reported a position in UPS in Q1 2021 and held it in 13 quarters. The position peaked at $10K in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Hoese & Co reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Hoese & Co sold 26 United Parcel Service shares in Q2 2024, an estimated $3.85K.
Hoese & Co first reported a position in United Parcel Service in Q1 2021 and held it in 13 quarters.
Hoese & Co's United Parcel Service position peaked at $10K in Q1 2022.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Hoese & Co's 13F filing for Q2 2024, filed 3 Jul 2024.