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Tilia Fiduciary Partners’s United Parcel Service UPS Stock Holding History

Tilia Fiduciary Partners’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
-328
Closed -$58.8K – 470
2023
Q2 		$58.8K Buy
328
+49
+18% +$8.7K 0.05% 192
2023
Q1 		$54.1K Hold
279
– – 0.05% 200
2022
Q4 		$48.5K Sell
279
-6
-2% -$1.04K 0.05% 201
2022
Q3 		$45K Buy
285
+37
+15% +$7.01K 0.05% 210
2022
Q2 		$44K Buy
248
+3
+1% +$547 0.04% 216
2022
Q1 		$53K Hold
245
– – 0.04% 214
2021
Q4 		$53K Buy
+245
New +$49.8K 0.04% 218

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

Tilia Fiduciary Partners's UPS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 328 shares — an estimated $58.8K sold.

Tilia Fiduciary Partners first reported a position in UPS in Q4 2021 and held it in 7 quarters. The position peaked at $58.8K in Q2 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 328 United Parcel Service shares in Q3 2023, an estimated $58.8K.
  • Tilia Fiduciary Partners first reported a position in United Parcel Service in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's United Parcel Service position peaked at $58.8K in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.