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

Lyons 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
2019
Q4 		$2.96M Sell
25,285
-4,064
-14% -$481K 8.66% 5
2019
Q3 		$3.52M Buy
29,349
+159
+0.5% +$18.2K 9.14% 5
2019
Q2 		$3.01M Sell
29,190
-46,441
-61% -$4.83M 7.2% 5
2019
Q1 		$8.45M Buy
75,631
+22,200
+42% +$2.35M 23.75% 1
2018
Q4 		$5.21M Sell
53,431
-62,679
-54% -$6.79M 16.99% 1
2018
Q3 		$13.6M Sell
116,110
-13,251
-10% -$1.56M 26.85% 1
2018
Q2 		$13.7M Buy
129,361
+18,048
+16% +$2.03M 19.68% 2
2018
Q1 		$11.7M Sell
111,313
-12,252
-10% -$1.42M 17.71% 2
2017
Q4 		$14.7M Sell
123,565
-6,473
-5% -$761K 24.05% 1
2017
Q3 		$15.6M Sell
130,038
-1,496
-1% -$170K 23.42% 2
2017
Q2 		$14.5M Sell
131,534
-62,590
-32% -$6.69M 20.4% 1
2017
Q1 		$42.3M Sell
194,124
-17,020
-8% -$1.86M 44.55% 1
2016
Q4 		$24.2M Sell
211,144
-725
-0.3% -$81.7K 33.04% 1
2016
Q3 		$23.2M Sell
211,869
-3,150
-1% -$344K 31.96% 1
2016
Q2 		$23.2M Sell
215,019
-2,338
-1% -$243K 34.94% 1
2016
Q1 		$22.9M Sell
217,357
-46,556
-18% -$4.52M 32.93% 1
2015
Q4 		$25.4M Hold
263,913
– – 32.4% 1
2015
Q3 		$26M Sell
263,913
-28,544
-10% -$2.82M 33.41% 1
2015
Q2 		$28.3M Sell
292,457
-9,410
-3% -$935K 32.26% 1
2015
Q1 		$29.3M Hold
301,867
– – 31.74% 1
2014
Q4 		$33.6M Buy
301,867
+712
+0.2% +$75.1K 35.17% 1
2014
Q3 		$29.6M Sell
301,155
-13,257
-4% -$1.32M 31.47% 1
2014
Q2 		$32.1M Buy
314,412
+13,338
+4% +$1.34M 28.67% 1
2014
Q1 		$29.3M Sell
301,074
-800
-0.3% -$78K 25.64% 1
2013
Q4 		$31.7M Sell
301,874
-7,600
-2% -$749K 29.78% 1
2013
Q3 		$28.3M Buy
309,474
+51,623
+20% +$4.54M 25.48% 1
2013
Q2 		$22.3M Buy
+257,851
New +$22.1M 22.59% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lyons Wealth Management's UPS Position: Q4 2019 in Review

Lyons Wealth Management reduced its United Parcel Service (UPS) stake by 14% in Q4 2019, selling an estimated $481K and leaving 25,285 shares worth $2.96M. The position accounts for 8.66% of the portfolio, ranked #5.

Lyons Wealth Management first reported a position in UPS in Q2 2013 and has held it in 27 quarters since. The position peaked at $42.3M in Q1 2017. 1,625 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

  • Lyons Wealth Management held 25,285 shares of United Parcel Service worth $2.96M as of Q4 2019.
  • Lyons Wealth Management sold 4,064 United Parcel Service shares in Q4 2019, an estimated $481K.
  • United Parcel Service made up 8.66% of Lyons Wealth Management's portfolio in Q4 2019, its #5 holding.
  • Lyons Wealth Management first reported a position in United Parcel Service in Q2 2013 and has held it in 27 quarters since.
  • Lyons Wealth Management's United Parcel Service position peaked at $42.3M in Q1 2017.
  • 1,625 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.