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SHJ
Sharkey, Howes & Javer’s
United Parcel Service
UPS
Stock Holding History
Sharkey, Howes & Javer’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
–
Sell
-750
Closed
-$77K
–
173
2019
Q2
$77K
Sell
750
-107
-12%
-$11.1K
0.03%
95
2019
Q1
$96K
Hold
857
–
–
0.04%
86
2018
Q4
$84K
Sell
857
-93
-10%
-$10.1K
0.05%
85
2018
Q3
$111K
Hold
950
–
–
0.06%
80
2018
Q2
$101K
Hold
950
–
–
0.06%
73
2018
Q1
$99K
Hold
950
–
–
0.06%
63
2017
Q4
$113K
Hold
950
–
–
0.07%
60
2017
Q3
$112K
Hold
950
–
–
0.06%
62
2017
Q2
$105K
Hold
950
–
–
0.06%
58
2017
Q1
$102K
Hold
950
–
–
0.05%
58
2016
Q4
$109K
Hold
950
–
–
0.07%
54
2016
Q3
$104K
Hold
950
–
–
0.06%
57
2016
Q2
$102K
Hold
950
–
–
0.06%
62
2016
Q1
$100K
Hold
950
–
–
0.07%
59
2015
Q4
$91K
Hold
950
–
–
0.06%
65
2015
Q3
$92K
Hold
950
–
–
0.07%
60
2015
Q2
$92K
Hold
950
–
–
0.07%
45
2015
Q1
$92K
Buy
+950
New
+$97.5K
0.06%
67
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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