Hohimer Wealth Management’s United Parcel Service UPS Stock Holding History

Hohimer Wealth Management’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
2023 Q1	–	Sell	-4,316	Closed	-$750K	–	209
2022 Q4	$750K	Sell	4,316 -4,328	-50%	-$749K	0.24%	87
2022 Q3	$1.4M	Buy	8,644 +1	+0%	+$189	0.45%	75
2022 Q2	$1.58M	Hold	8,643	–	–	0.47%	78
2022 Q1	$1.85M	Hold	8,643	–	–	0.37%	86
2021 Q4	$1.85M	Sell	8,643 -9	-0.1%	-$1.83K	0.39%	84
2021 Q3	$1.57M	Buy	8,652 +44	+0.5%	+$8.69K	0.33%	97
2021 Q2	$1.79M	Buy	+8,608	New	+$1.72M	0.37%	92
2021 Q1	–	Sell	-2,015	Closed	-$339K	–	213
2020 Q4	$339K	Sell	2,015 -5,826	-74%	-$983K	0.09%	151
2020 Q3	$1.35M	Sell	7,841 -683	-8%	-$99.4K	0.38%	88
2020 Q2	$948K	Sell	8,524 -5,903	-41%	-$589K	0.33%	105
2020 Q1	$1.48M	Sell	14,427 -237	-2%	-$24.6K	0.63%	67
2019 Q4	$1.72M	Buy	+14,664	New	+$1.74M	0.6%	72

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hohimer Wealth Management's UPS Position: Q1 2023 in Review

Hohimer Wealth Management sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 4,316 shares — an estimated $750K sold.

Hohimer Wealth Management first reported a position in UPS in Q4 2019 and held it in 12 quarters. The position peaked at $1.85M in Q1 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Hohimer Wealth Management reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Hohimer Wealth Management sold 4,316 United Parcel Service shares in Q1 2023, an estimated $750K.
Hohimer Wealth Management first reported a position in United Parcel Service in Q4 2019 and held it in 12 quarters.
Hohimer Wealth Management's United Parcel Service position peaked at $1.85M in Q1 2022.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Hohimer Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.