MML Investors Services
UP icon

MML Investors Services’s Wheels Up UP Stock Holding History

MML Investors Services’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-78
Closed -$18K – 2224
2022
Q3 		$18K Sell
78
-7
-8% -$2.81K ﹤0.01% 2065
2022
Q2 		$33K Buy
85
+3
+4% +$1.6K ﹤0.01% 2012
2022
Q1 		$51K Buy
82
+24
+41% +$17.3K ﹤0.01% 2039
2021
Q4 		$53K Buy
58
+1
+2% +$1.17K ﹤0.01% 1997
2021
Q3 		$75K Buy
+57
New +$93.5K ﹤0.01% 1927

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

MML Investors Services's UP Position: Q4 2022 in Review

MML Investors Services sold out of Wheels Up (UP) in Q4 2022, closing a stake of 78 shares — an estimated $18K sold.

MML Investors Services first reported a position in UP in Q3 2021 and held it in 5 quarters. The position peaked at $75K in Q3 2021. 202 funds tracked by Wall St. Rank hold UP as of Q4 2022.

  • MML Investors Services reported no remaining Wheels Up position as of Q4 2022 after selling out during the quarter.
  • MML Investors Services sold 78 Wheels Up shares in Q4 2022, an estimated $18K.
  • MML Investors Services first reported a position in Wheels Up in Q3 2021 and held it in 5 quarters.
  • MML Investors Services's Wheels Up position peaked at $75K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Wheels Up as of Q4 2022.

Based on MML Investors Services's 13F filing for Q4 2022, filed 13 Feb 2023.