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TimeScale Financial’s United Parcel Service UPS Stock Holding History

TimeScale Financial’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
Q2 		$108K Buy
601
+2
+0.3% +$355 0.02% 150
2023
Q1 		$116K Buy
599
+359
+150% +$65.9K 0.03% 138
2022
Q4 		$38.7K Buy
240
+1
+0.4% +$173 0.01% 175
2022
Q3 		$39K Buy
239
+18
+8% +$3.41K 0.01% 175
2022
Q2 		$40K Sell
221
-1,674
-88% -$305K 0.01% 174
2022
Q1 		$406K Buy
1,895
+13
+0.7% +$2.76K 0.1% 36
2021
Q4 		$403K Buy
1,882
+9
+0.5% +$1.83K 0.09% 43
2021
Q3 		$341K Buy
1,873
+79
+4% +$15.6K 0.08% 45
2021
Q2 		$373K Sell
1,794
-67
-4% -$13.4K 0.09% 47
2021
Q1 		$316K Buy
1,861
+111
+6% +$18K 0.08% 57
2020
Q4 		$295K Buy
1,750
+81
+5% +$13.7K 0.08% 56
2020
Q3 		$280K Buy
1,669
+11
+0.7% +$1.6K 0.08% 51
2020
Q2 		$190K Buy
1,658
+16
+1% +$1.6K 0.06% 64
2020
Q1 		$153K Sell
1,642
-1,592
-49% -$165K 0.05% 68
2019
Q4 		$378K Sell
3,234
-1,000
-24% -$118K 0.11% 57
2019
Q3 		$507K Hold
4,234
– – 0.17% 42
2019
Q2 		$437K Hold
4,234
– – 0.16% 46
2019
Q1 		$473K Sell
4,234
-100
-2% -$10.6K 0.21% 46
2018
Q4 		$423K Buy
+4,334
New +$470K 0.24% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TimeScale Financial's UPS Position: Q2 2023 in Review

TimeScale Financial increased its United Parcel Service (UPS) stake by 0.33% in Q2 2023, buying an estimated $355 and bringing the position to 601 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #150.

TimeScale Financial first reported a position in UPS in Q4 2018 and has held it in 19 quarters since. The position peaked at $507K in Q3 2019. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • TimeScale Financial held 601 shares of United Parcel Service worth $108K as of Q2 2023.
  • TimeScale Financial bought 2 United Parcel Service shares in Q2 2023, an estimated $355.
  • United Parcel Service made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #150 holding.
  • TimeScale Financial first reported a position in United Parcel Service in Q4 2018 and has held it in 19 quarters since.
  • TimeScale Financial's United Parcel Service position peaked at $507K in Q3 2019.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.