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Tiemann Investment Advisors’s United Parcel Service UPS Stock Holding History

Tiemann Investment 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
Q4 		– Sell
-1,267
Closed -$197K – 191
2023
Q3 		$197K Sell
1,267
-25
-2% -$4.32K 0.11% 179
2023
Q2 		$232K Hold
1,292
– – 0.12% 172
2023
Q1 		$251K Sell
1,292
-55
-4% -$10.1K 0.14% 165
2022
Q4 		$234K Sell
1,347
-60
-4% -$10.4K 0.14% 167
2022
Q3 		$227K Hold
1,407
– – 0.15% 153
2022
Q2 		$257K Sell
1,407
-110
-7% -$20.1K 0.14% 150
2022
Q1 		$325K Buy
1,517
+50
+3% +$10.6K 0.15% 149
2021
Q4 		$314K Hold
1,467
– – 0.13% 160
2021
Q3 		$267K Hold
1,467
– – 0.13% 163
2021
Q2 		$305K Sell
1,467
-8
-0.5% -$1.6K 0.14% 156
2021
Q1 		$251K Sell
1,475
-50
-3% -$8.09K 0.13% 176
2020
Q4 		$257K Sell
1,525
-200
-12% -$33.8K 0.14% 164
2020
Q3 		$287K Buy
+1,725
New +$251K 0.18% 133
2014
Q2 		– Sell
-2,495
Closed -$243K – 146
2014
Q1 		$243K Sell
2,495
-200
-7% -$19.5K 0.27% 122
2013
Q4 		$283K Buy
+2,695
New +$265K 0.34% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Tiemann Investment Advisors's UPS Position: Q4 2023 in Review

Tiemann Investment Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,267 shares — an estimated $197K sold.

Tiemann Investment Advisors first reported a position in UPS in Q4 2013 and held it in 15 quarters. The position peaked at $325K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Tiemann Investment Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 1,267 United Parcel Service shares in Q4 2023, an estimated $197K.
  • Tiemann Investment Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 15 quarters.
  • Tiemann Investment Advisors's United Parcel Service position peaked at $325K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Tiemann Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.