Hudson Valley Investment Advisors’s United Parcel Service UPS Stock Holding History

Hudson Valley Investment 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
2022 Q2	–	Sell	-975	Closed	-$209K	–	215
2022 Q1	$209K	Sell	975 -25	-3%	-$5.31K	0.03%	194
2021 Q4	$214K	Buy	+1,000	New	+$203K	0.03%	173
2021 Q3	–	Sell	-975	Closed	-$203K	–	191
2021 Q2	$203K	Buy	+975	New	+$195K	0.04%	167
2015 Q3	–	Sell	-2,306	Closed	-$223K	–	159
2015 Q2	$223K	Sell	2,306 -325	-12%	-$32.3K	0.07%	133
2015 Q1	$255K	Buy	+2,631	New	+$270K	0.09%	116

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Hudson Valley Investment Advisors's UPS Position: Q2 2022 in Review

Hudson Valley Investment Advisors sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 975 shares — an estimated $209K sold.

Hudson Valley Investment Advisors first reported a position in UPS in Q1 2015 and held it in 5 quarters. The position peaked at $255K in Q1 2015. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Hudson Valley Investment Advisors reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 975 United Parcel Service shares in Q2 2022, an estimated $209K.
Hudson Valley Investment Advisors first reported a position in United Parcel Service in Q1 2015 and held it in 5 quarters.
Hudson Valley Investment Advisors's United Parcel Service position peaked at $255K in Q1 2015.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.