Tyler-Stone Wealth Management’s United Parcel Service UPS Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-446	Closed	-$61K	–	904
2024 Q2	$61K	Buy	446 +4	+0.9%	+$573	0.03%	346
2024 Q1	$65.8K	Sell	442 -33	-7%	-$5.02K	0.03%	333
2023 Q4	$74.6K	Buy	475 +3	+0.6%	+$454	0.04%	305
2023 Q3	$74K	Buy	472 +3	+0.6%	+$518	0.04%	287
2023 Q2	$84K	Buy	+469	New	+$83.3K	0.05%	268
2022 Q4	$81K	Hold	464	–	–	0.06%	263
2022 Q3	$75K	Sell	464 -11	-2%	-$2.08K	0.06%	255
2022 Q2	$87K	Hold	475	–	–	0.06%	255
2022 Q1	$102K	Buy	475 +20	+4%	+$4.25K	0.06%	250
2021 Q4	$98K	Buy	+455	New	+$92.5K	0.05%	274

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Tyler-Stone Wealth Management's UPS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 446 shares — an estimated $61K sold.

Tyler-Stone Wealth Management first reported a position in UPS in Q4 2021 and held it in 10 quarters. The position peaked at $102K in Q1 2022. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 446 United Parcel Service shares in Q3 2024, an estimated $61K.
Tyler-Stone Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's United Parcel Service position peaked at $102K in Q1 2022.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.