Hoey Investments’s United Parcel Service UPS Stock Holding History

Hoey Investments’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 Q4	–	Sell	-45	Closed	-$6.16K	–	440
2024 Q3	$6.16K	Hold	45	–	–	﹤0.01%	235
2024 Q2	$6.16K	Hold	45	–	–	﹤0.01%	235
2024 Q1	$6.69K	Hold	45	–	–	﹤0.01%	227
2023 Q4	$7.08K	Hold	45	–	–	﹤0.01%	228
2023 Q3	$7.01K	Hold	45	–	–	﹤0.01%	229
2023 Q2	$8.07K	Hold	45	–	–	﹤0.01%	224
2023 Q1	$8.73K	Hold	45	–	–	﹤0.01%	224
2022 Q4	$7.82K	Hold	45	–	–	﹤0.01%	223
2022 Q3	$7K	Hold	45	–	–	﹤0.01%	246
2022 Q2	$8K	Hold	45	–	–	﹤0.01%	196
2022 Q1	$10K	Hold	45	–	–	﹤0.01%	171
2021 Q4	$10K	Sell	45 -100	-69%	-$20.3K	﹤0.01%	176
2021 Q3	$26K	Hold	145	–	–	0.01%	128
2021 Q2	$30K	Buy	145 +100	+222%	+$20K	0.01%	127
2021 Q1	$8K	Hold	45	–	–	﹤0.01%	182
2020 Q4	$8K	Buy	+45	New	+$7.59K	﹤0.01%	152

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Hoey Investments's UPS Position: Q4 2024 in Review

Hoey Investments sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 45 shares — an estimated $6.16K sold.

Hoey Investments first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $30K in Q2 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Hoey Investments reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Hoey Investments sold 45 United Parcel Service shares in Q4 2024, an estimated $6.16K.
Hoey Investments first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
Hoey Investments's United Parcel Service position peaked at $30K in Q2 2021.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.