Advent Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.46M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5.68M | Buy |
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|
2019
Q1 | $4.47M | Sell |
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|
2018
Q4 | $6.63M | Buy |
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|
2018
Q3 | $6.18M | Buy |
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|
2018
Q2 | $5.1M | Sell |
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|
2018
Q1 | $11.5M | Buy |
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|
2017
Q4 | $7.1M | Sell |
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|
2017
Q3 | $7.64M | Sell |
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|
2017
Q2 | $8.81M | Buy |
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|
2017
Q1 | $8.2M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $491K | Buy |
|