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

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sharkey, Howes & Javer's UPS Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of United Parcel Service (UPS) in Q3 2019, closing a stake of 750 shares — an estimated $77K sold.

Sharkey, Howes & Javer first reported a position in UPS in Q1 2015 and held it in 18 quarters. The position peaked at $113K in Q4 2017. 1,488 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

Sharkey, Howes & Javer reported no remaining United Parcel Service position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 750 United Parcel Service shares in Q3 2019, an estimated $77K.
Sharkey, Howes & Javer first reported a position in United Parcel Service in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's United Parcel Service position peaked at $113K in Q4 2017.
1,488 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.