Walled Lake Planning & Wealth Management’s United Parcel Service UPS Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-105	Closed	-$19K	–	300
2021 Q3	$19K	Sell	105 -62	-37%	-$12.2K	0.01%	224
2021 Q2	$35K	Hold	167	–	–	0.02%	172
2021 Q1	$28K	Hold	167	–	–	0.02%	175
2020 Q4	$28K	Sell	167 -21	-11%	-$3.54K	0.02%	158
2020 Q3	$31K	Buy	188 +1	+0.5%	+$146	0.03%	152
2020 Q2	$21K	Buy	187 +82	+78%	+$8.19K	0.02%	151
2020 Q1	$10K	Buy	105 +1	+1%	+$104	0.01%	188
2019 Q4	$12K	Buy	+104	New	+$12.3K	0.01%	189

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Walled Lake Planning & Wealth Management's UPS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 105 shares — an estimated $19K sold.

Walled Lake Planning & Wealth Management first reported a position in UPS in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 105 United Parcel Service shares in Q4 2021, an estimated $19K.
Walled Lake Planning & Wealth Management first reported a position in United Parcel Service in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's United Parcel Service position peaked at $35K in Q2 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.