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Doyle Wealth Management’s United Parcel Service UPS Stock Holding History

Doyle 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
2022
Q3 		$13.5M Sell
83,568
-588
-0.7% -$111K 1.16% 34
2022
Q2 		$15.4M Buy
84,156
+846
+1% +$154K 1.24% 30
2022
Q1 		$17.9M Buy
83,310
+91
+0.1% +$19.3K 1.29% 28
2021
Q4 		$17.8M Buy
83,219
+816
+1% +$166K 1.28% 30
2021
Q3 		$15M Buy
82,403
+2,005
+2% +$396K 1.19% 34
2021
Q2 		$16.7M Buy
80,398
+1,079
+1% +$216K 1.39% 26
2021
Q1 		$13.5M Buy
79,319
+2,966
+4% +$480K 1.29% 31
2020
Q4 		$12.9M Buy
76,353
+2,432
+3% +$410K 1.31% 29
2020
Q3 		$12.3M Buy
73,921
+70,355
+1,973% +$10.2M 1.43% 28
2020
Q2 		$396K Sell
3,566
-271
-7% -$27.1K 0.05% 126
2020
Q1 		$358K Sell
3,837
-306
-7% -$31.7K 0.06% 124
2019
Q4 		$485K Buy
4,143
+230
+6% +$27.2K 0.06% 124
2019
Q3 		$469K Sell
3,913
-1,648
-30% -$188K 0.06% 121
2019
Q2 		$574K Buy
5,561
+17
+0.3% +$1.77K 0.08% 104
2019
Q1 		$558K Buy
5,544
+100
+2% +$10.6K 0.08% 104
2018
Q4 		$531K Hold
5,444
– – 0.09% 97
2018
Q3 		$636K Buy
5,444
+100
+2% +$11.8K 0.1% 92
2018
Q2 		$568K Hold
5,344
– – 0.09% 98
2018
Q1 		$559K Sell
5,344
-250
-4% -$28.9K 0.09% 91
2017
Q4 		$667K Sell
5,594
-43
-0.8% -$5.05K 0.11% 84
2017
Q3 		$677K Buy
5,637
+102
+2% +$11.6K 0.12% 74
2017
Q2 		$612K Sell
5,535
-34
-0.6% -$3.63K 0.11% 78
2017
Q1 		$598K Buy
+5,569
New +$608K 0.12% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Doyle Wealth Management's UPS Position: Q3 2022 in Review

Doyle Wealth Management reduced its United Parcel Service (UPS) stake by 0.7% in Q3 2022, selling an estimated $111K and leaving 83,568 shares worth $13.5M. The position accounts for 1.16% of the portfolio, ranked #34.

Doyle Wealth Management first reported a position in UPS in Q1 2017 and has held it in 23 quarters since. The position peaked at $17.9M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Doyle Wealth Management held 83,568 shares of United Parcel Service worth $13.5M as of Q3 2022.
  • Doyle Wealth Management sold 588 United Parcel Service shares in Q3 2022, an estimated $111K.
  • United Parcel Service made up 1.16% of Doyle Wealth Management's portfolio in Q3 2022, its #34 holding.
  • Doyle Wealth Management first reported a position in United Parcel Service in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's United Parcel Service position peaked at $17.9M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.