Tiedemann Advisors’s United Parcel Service UPS Stock Holding History

Tiedemann Advisors’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	$238K	Buy	+1,526	New	+$263K	0.01%	244
2022 Q2	–	Sell	-1,264	Closed	-$271K	–	300
2022 Q1	$271K	Buy	1,264 +82	+7%	+$17.4K	0.01%	240
2021 Q4	$253K	Hold	1,182	–	–	0.01%	252
2021 Q3	$215K	Sell	1,182 -591	-33%	-$117K	0.01%	277
2021 Q2	$368K	Sell	1,773 -179	-9%	-$35.8K	0.01%	267
2021 Q1	$330K	Sell	1,952 -1,380	-41%	-$223K	0.01%	258
2020 Q4	$562K	Buy	3,332 +1,466	+79%	+$247K	0.03%	199
2020 Q3	$310K	Buy	+1,866	New	+$272K	0.02%	259
2019 Q2	–	Sell	-12,025	Closed	-$1.34M	–	423
2019 Q1	$1.34M	Buy	12,025 +126	+1%	+$13.4K	0.06%	181
2018 Q4	$1.16M	Buy	+11,899	New	+$1.29M	0.06%	189
2017 Q3	–	Sell	-21,704	Closed	-$2.4M	–	453
2017 Q2	$2.4M	Buy	21,704 +1,236	+6%	+$132K	0.17%	111
2017 Q1	$2.2M	Buy	20,468 +17,617	+618%	+$1.92M	0.18%	111
2016 Q4	$327K	Buy	+2,851	New	+$321K	0.03%	255

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tiedemann Advisors's UPS Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in United Parcel Service (UPS) in Q3 2023: 1,526 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in UPS as recently as Q1 2022.

Tiedemann Advisors first reported a position in UPS in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.4M in Q2 2017. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Tiedemann Advisors held 1,526 shares of United Parcel Service worth $238K as of Q3 2023.
United Parcel Service was a new Tiedemann Advisors position in Q3 2023.
United Parcel Service made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #244 holding.
Tiedemann Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 13 quarters since.
Tiedemann Advisors's United Parcel Service position peaked at $2.4M in Q2 2017.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.