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
2018 Q1	–	Sell	-17,000	Closed	-$25K	–	61
2017 Q4	$25K	Sell	17,000 -8,100	-32%	-$952K	0.04%	45
2017 Q3	$12K	Buy	25,100 +1,100	+5%	+$125K	0.02%	49
2017 Q2	$45K	Buy	24,000 +4,000	+20%	+$428K	0.06%	54
2017 Q1	$82K	Buy	+20,000	New	+$2.19M	0.09%	43
2016 Q1	–	Sell	-24,100	Closed	-$23K	–	79
2015 Q4	$23K	Sell	24,100 -11,200	-32%	-$1.14M	0.03%	61
2015 Q3	$64K	Buy	35,300 +16,800	+91%	+$1.66M	0.08%	51
2015 Q2	$41K	Sell	18,500 -1,000	-5%	-$99.4K	0.05%	59
2015 Q1	$48K	Buy	+19,500	New	+$2M	0.05%	53
2014 Q4	–	Sell	-20,300	Closed	-$10K	–	75
2014 Q3	$10K	Buy	20,300 +10,700	+111%	+$1.06M	0.01%	60
2014 Q2	$11K	Buy	+9,600	New	+$964K	0.01%	73
2013 Q4	–	Sell	-23,900	Closed	-$16K	–	97
2013 Q3	$16K	Buy	23,900 +3,000	+14%	+$264K	0.01%	72
2013 Q2	$61K	Buy	+20,900	New	+$1.79M	0.06%	70

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.