Titus Wealth Management’s United Parcel Service UPS Stock Holding History

Titus Wealth 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
2022 Q2	$488K	Buy	2,674 +45	+2%	+$8.21K	0.24%	70
2022 Q1	$564K	Sell	2,629 -142	-5%	-$30.2K	0.25%	69
2021 Q4	$594K	Buy	2,771 +1,000	+56%	+$203K	0.27%	64
2021 Q3	$322K	Buy	1,771 +339	+24%	+$66.9K	0.17%	102
2021 Q2	$298K	Sell	1,432 -107	-7%	-$21.4K	0.16%	107
2021 Q1	$262K	Buy	1,539 +200	+15%	+$32.4K	0.15%	114
2020 Q4	$225K	Buy	1,339 +64	+5%	+$10.8K	0.14%	121
2020 Q3	$212K	Buy	+1,275	New	+$186K	0.15%	110

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Titus Wealth Management's UPS Position: Q2 2022 in Review

Titus Wealth Management increased its United Parcel Service (UPS) stake by 1.7% in Q2 2022, buying an estimated $8.21K and bringing the position to 2,674 shares worth $488K. The position accounts for 0.24% of the portfolio, ranked #70.

Titus Wealth Management first reported a position in UPS in Q3 2020 and has held it in 8 quarters since. The position peaked at $594K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Titus Wealth Management held 2,674 shares of United Parcel Service worth $488K as of Q2 2022.
Titus Wealth Management bought 45 United Parcel Service shares in Q2 2022, an estimated $8.21K.
United Parcel Service made up 0.24% of Titus Wealth Management's portfolio in Q2 2022, its #70 holding.
Titus Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 8 quarters since.
Titus Wealth Management's United Parcel Service position peaked at $594K in Q4 2021.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.