HPCM
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Hunter Perkins Capital Management’s Wheels Up UP Stock Holding History

Hunter Perkins Capital Management’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-105
Closed -$13K – 129
2023
Q1 		$13K Hold
105
– – ﹤0.01% 113
2022
Q4 		$21K Sell
105
-38
-27% -$9.8K ﹤0.01% 94
2022
Q3 		$33K Buy
+143
New +$57.3K 0.01% 87

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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Hunter Perkins Capital Management's UP Position: Q2 2023 in Review

Hunter Perkins Capital Management sold out of Wheels Up (UP) in Q2 2023, closing a stake of 105 shares — an estimated $13K sold.

Hunter Perkins Capital Management first reported a position in UP in Q3 2022 and held it in 3 quarters. The position peaked at $33K in Q3 2022. 86 funds tracked by Wall St. Rank hold UP as of Q2 2023.

  • Hunter Perkins Capital Management reported no remaining Wheels Up position as of Q2 2023 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 105 Wheels Up shares in Q2 2023, an estimated $13K.
  • Hunter Perkins Capital Management first reported a position in Wheels Up in Q3 2022 and held it in 3 quarters.
  • Hunter Perkins Capital Management's Wheels Up position peaked at $33K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Wheels Up as of Q2 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2023, filed 18 Jul 2023.