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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
2013
Q4 		– Sell
-1,000
Closed -$4K – 96
2013
Q3 		$4K Hold
1,000
– – ﹤0.01% 74
2013
Q2 		$2K Buy
+1,000
New +$85.8K ﹤0.01% 80

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.