BTWM
UPS icon

Baker Tilly Wealth Management’s United Parcel Service UPS Stock Holding History

Baker Tilly Wealth 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
2024
Q4 		– Sell
-2,321
Closed -$316K – 251
2024
Q3 		$316K Sell
2,321
-352
-13% -$46.2K 0.14% 172
2024
Q2 		$366K Sell
2,673
-2,801
-51% -$401K 0.15% 165
2024
Q1 		$814K Buy
5,474
+357
+7% +$54.3K 0.15% 153
2023
Q4 		$805K Sell
5,117
-987
-16% -$149K 0.13% 171
2023
Q3 		$951K Sell
6,104
-5,568
-48% -$961K 0.16% 136
2023
Q2 		$2.09M Sell
11,672
-1,178
-9% -$209K 0.22% 97
2023
Q1 		$2.49M Sell
12,850
-161
-1% -$29.5K 0.28% 77
2022
Q4 		$2.26M Buy
13,011
+1,433
+12% +$248K 0.28% 84
2022
Q3 		$1.87M Sell
11,578
-163
-1% -$30.9K 0.25% 89
2022
Q2 		$2.14M Buy
11,741
+2,954
+34% +$539K 0.28% 78
2022
Q1 		$1.89M Buy
8,787
+823
+10% +$175K 0.21% 99
2021
Q4 		$1.71M Buy
7,964
+734
+10% +$149K 0.18% 114
2021
Q3 		$1.32M Buy
7,230
+1,028
+17% +$203K 0.17% 119
2021
Q2 		$1.29M Buy
6,202
+1,199
+24% +$240K 0.21% 104
2021
Q1 		$850K Buy
5,003
+3,353
+203% +$542K 0.17% 141
2020
Q4 		$278K Buy
+1,650
New +$278K 0.09% 252

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Tilly Wealth Management's UPS Position: Q4 2024 in Review

Baker Tilly Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,321 shares — an estimated $316K sold.

Baker Tilly Wealth Management first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $2.49M in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Baker Tilly Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,321 United Parcel Service shares in Q4 2024, an estimated $316K.
  • Baker Tilly Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
  • Baker Tilly Wealth Management's United Parcel Service position peaked at $2.49M in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.