Walled Lake Planning & Wealth Management, LLC United Parcel Service Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$178.42 - $218.07 $18,734 - $22,897	-105 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$182.1 - $214.26 $11,290 - $13,284	-62 Reduced 37.13%	105 $19,000
Q4 2020 Feb 19, 2021	SELL	$155.78 - $176.54 $3,271 - $3,707	-21 Reduced 11.17%	167 $28,000
Q3 2020 Nov 13, 2020	BUY	$113.76 - $168.9 $113 - $168	1 Added 0.53%	188 $31,000
Q2 2020 Aug 18, 2020	BUY	$90.0 - $111.18 $7,380 - $9,116	82 Added 78.1%	187 $21,000
Q1 2020 May 15, 2020	BUY	$86.17 - $118.61 $86 - $118	1 Added 0.96%	105 $10,000
Q4 2019 May 15, 2020	BUY	$112.74 - $124.3 $11,724 - $12,927	104 New	104 $12,000

Others Institutions Holding UPS

# of Institutions

2,445

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

Vanguard Group Inc Valley Forge, PA

64.8M
Shares

$8.73 Billion
0.16% of portfolio
Black Rock Inc. New York, NY

55.4M
Shares

$7.46 Billion
0.17% of portfolio
State Street Corp Boston, MA

29.6M
Shares

$3.99 Billion
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$3.22 Billion
0.27% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.9M
Shares

$2.96 Billion
0.58% of portfolio

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $98.4B
Description
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...

More about UPS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account