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Tealwood Asset Management’s United Parcel Service UPS Stock Holding History

Tealwood Asset 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
2025
Q1 		– Sell
-16,674
Closed -$2.1M – 143
2024
Q4 		$2.1M Buy
16,674
+247
+2% +$32.5K 0.87% 43
2024
Q3 		$2.24M Buy
+16,427
New +$2.16M 0.98% 36
2024
Q2 		– Sell
-12,537
Closed -$1.86M – 123
2024
Q1 		$1.86M Buy
12,537
+207
+2% +$31.5K 0.84% 44
2023
Q4 		$1.94M Sell
12,330
-272
-2% -$41.1K 0.93% 37
2023
Q3 		$1.96M Sell
12,602
-51
-0.4% -$8.8K 1.01% 29
2023
Q2 		$2.27M Buy
12,653
+21
+0.2% +$3.73K 1.1% 19
2023
Q1 		$2.45M Sell
12,632
-222
-2% -$40.7K 1.25% 13
2022
Q4 		$2.23M Sell
12,854
-545
-4% -$94.3K 1.17% 18
2022
Q3 		$2.17M Sell
13,399
-142
-1% -$26.9K 1.17% 15
2022
Q2 		$2.47M Sell
13,541
-4
-0% -$730 1.23% 14
2022
Q1 		$2.9M Sell
13,545
-155
-1% -$32.9K 1.23% 12
2021
Q4 		$2.94M Sell
13,700
-1,010
-7% -$205K 1.18% 18
2021
Q3 		$2.68M Buy
+14,710
New +$2.9M 1.08% 23
2021
Q1 		$2.64M Buy
+15,519
New +$2.51M 1.05% 27

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tealwood Asset Management's UPS Position: Q1 2025 in Review

Tealwood Asset Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 16,674 shares — an estimated $2.1M sold.

Tealwood Asset Management first reported a position in UPS in Q1 2021 and held it in 14 quarters. The position peaked at $2.94M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Tealwood Asset Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Tealwood Asset Management sold 16,674 United Parcel Service shares in Q1 2025, an estimated $2.1M.
  • Tealwood Asset Management first reported a position in United Parcel Service in Q1 2021 and held it in 14 quarters.
  • Tealwood Asset Management's United Parcel Service position peaked at $2.94M in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Tealwood Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.