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Hoover Financial Advisors’s United Parcel Service UPS Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$24K Sell
114
-14
-11% -$2.8K ﹤0.01% 375
2021
Q1 		$27K Buy
128
+14
+12% +$2.27K 0.01% 327
2020
Q4 		$19K Buy
+114
New +$19.2K ﹤0.01% 341
2020
Q3 		– Sell
-214
Closed -$24K – 465
2020
Q2 		$24K Buy
+214
New +$21.4K 0.01% 263

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoover Financial Advisors's UPS Position: Q2 2021 in Review

Hoover Financial Advisors reduced its United Parcel Service (UPS) stake by 11% in Q2 2021, selling an estimated $2.8K and leaving 114 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Hoover Financial Advisors first reported a position in UPS in Q2 2020 and has held it in 4 quarters since. The position peaked at $27K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Hoover Financial Advisors held 114 shares of United Parcel Service worth $24K as of Q2 2021.
  • Hoover Financial Advisors sold 14 United Parcel Service shares in Q2 2021, an estimated $2.8K.
  • United Parcel Service made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #375 holding.
  • Hoover Financial Advisors first reported a position in United Parcel Service in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's United Parcel Service position peaked at $27K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.