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TD Ameritrade Investment Management’s United Parcel Service UPS Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-316
Closed -$57K – 460
2023
Q2 		$57K Sell
316
-45
-12% -$7.99K ﹤0.01% 248
2023
Q1 		$70K Sell
361
-114
-24% -$20.9K ﹤0.01% 242
2022
Q4 		$83K Sell
475
-67
-12% -$11.6K ﹤0.01% 243
2022
Q3 		$88K Sell
542
-49
-8% -$9.28K ﹤0.01% 252
2022
Q2 		$108K Sell
591
-139
-19% -$25.4K ﹤0.01% 252
2022
Q1 		$157K Buy
730
+56
+8% +$11.9K ﹤0.01% 253
2021
Q4 		$144K Sell
674
-3,657
-84% -$744K ﹤0.01% 262
2021
Q3 		$722K Buy
4,331
+3,599
+492% +$710K 0.01% 130
2021
Q2 		$152K Sell
732
-3,384
-82% -$677K ﹤0.01% 252
2021
Q1 		$693K Hold
4,116
– – 0.01% 133
2020
Q4 		$693K Sell
4,116
-215
-5% -$36.3K 0.01% 133
2020
Q3 		$722K Sell
4,331
-590
-12% -$85.9K 0.01% 130
2020
Q2 		$547K Buy
4,921
+4,256
+640% +$425K ﹤0.01% 154
2020
Q1 		$62K Sell
665
-73
-10% -$7.56K ﹤0.01% 272
2019
Q4 		$86K Buy
738
+10
+1% +$1.18K ﹤0.01% 257
2019
Q3 		$87K Sell
728
-58
-7% -$6.63K ﹤0.01% 223
2019
Q2 		$81K Buy
786
+279
+55% +$29K ﹤0.01% 215
2019
Q1 		$57K Buy
507
+200
+65% +$21.2K ﹤0.01% 234
2018
Q4 		$30K Buy
307
+188
+158% +$20.4K ﹤0.01% 270
2018
Q3 		$14K Buy
119
+84
+240% +$9.89K ﹤0.01% 308
2018
Q2 		$4K Buy
+35
New +$3.93K ﹤0.01% 287

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's UPS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 316 shares — an estimated $57K sold.

TD Ameritrade Investment Management first reported a position in UPS in Q2 2018 and held it in 21 quarters. The position peaked at $722K in Q3 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 316 United Parcel Service shares in Q3 2023, an estimated $57K.
  • TD Ameritrade Investment Management first reported a position in United Parcel Service in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's United Parcel Service position peaked at $722K in Q3 2021.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.