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MacNealy Hoover Investment Management’s United Parcel Service UPS Stock Holding History

MacNealy Hoover Investment 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
2019
Q3 		$2M Buy
16,685
+342
+2% +$39.1K 1.62% 24
2019
Q2 		$1.69M Buy
16,343
+5,526
+51% +$575K 1.28% 29
2019
Q1 		$1.21M Sell
10,817
-3
-0% -$318 0.93% 42
2018
Q4 		$1.05M Sell
10,820
-398
-4% -$43.1K 0.92% 41
2018
Q3 		$1.31M Buy
11,218
+526
+5% +$61.9K 0.96% 43
2018
Q2 		$1.14M Buy
10,692
+76
+0.7% +$8.54K 0.88% 44
2018
Q1 		$1.11M Sell
10,616
-102
-1% -$11.8K 0.89% 43
2017
Q4 		$1.28M Sell
10,718
-49
-0.5% -$5.76K 0.92% 42
2017
Q3 		$1.29M Buy
10,767
+2
+0% +$227 0.93% 40
2017
Q2 		$1.19M Buy
10,765
+326
+3% +$34.8K 0.9% 39
2017
Q1 		$1.12M Buy
10,439
+104
+1% +$11.4K 0.85% 43
2016
Q4 		$1.19M Sell
10,335
-199
-2% -$22.4K 0.91% 41
2016
Q3 		$1.15M Buy
10,534
+2
+0% +$218 0.93% 41
2016
Q2 		$1.14M Buy
10,532
+1
+0% +$104 0.92% 43
2016
Q1 		$1.11M Buy
10,531
+1
+0% +$97 0.9% 44
2015
Q4 		$1.01M Buy
10,530
+1
+0% +$102 0.85% 47
2015
Q3 		$1.04M Buy
10,529
+1
+0% +$99 0.93% 42
2015
Q2 		$1.02M Buy
10,528
+1
+0% +$99 0.84% 49
2015
Q1 		$1.02M Buy
10,527
+1
+0% +$103 0.88% 48
2014
Q4 		$1.17M Sell
10,526
-299
-3% -$31.6K 1% 41
2014
Q3 		$1.06M Buy
10,825
+50
+0.5% +$4.97K 0.93% 46
2014
Q2 		$1.11M Sell
10,775
-150
-1% -$15.1K 0.97% 43
2014
Q1 		$1.06M Hold
10,925
– – 0.95% 43
2013
Q4 		$1.15M Buy
+10,925
New +$1.08M 1.07% 38

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MacNealy Hoover Investment Management's UPS Position: Q3 2019 in Review

MacNealy Hoover Investment Management increased its United Parcel Service (UPS) stake by 2.1% in Q3 2019, buying an estimated $39.1K and bringing the position to 16,685 shares worth $2M. The position accounts for 1.62% of the portfolio, ranked #24.

MacNealy Hoover Investment Management first reported a position in UPS in Q4 2013 and has held it in 24 quarters since. 1,488 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

  • MacNealy Hoover Investment Management held 16,685 shares of United Parcel Service worth $2M as of Q3 2019.
  • MacNealy Hoover Investment Management bought 342 United Parcel Service shares in Q3 2019, an estimated $39.1K.
  • United Parcel Service made up 1.62% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #24 holding.
  • MacNealy Hoover Investment Management first reported a position in United Parcel Service in Q4 2013 and has held it in 24 quarters since.
  • 1,488 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.