Alta 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
-2,246
Closed -$283K 95
2024
Q4
$283K Sell
2,246
-20,781
-90% -$2.73M 0.02% 85
2024
Q3
$3.14M Buy
23,027
+1,339
+6% +$176K 0.19% 51
2024
Q2
$2.97M Buy
21,688
+467
+2% +$66.9K 0.19% 51
2024
Q1
$3.15M Buy
21,221
+5,743
+37% +$873K 0.19% 52
2023
Q4
$2.43M Buy
15,478
+143
+0.9% +$21.6K 0.16% 56
2023
Q3
$2.39M Sell
15,335
-324
-2% -$55.9K 0.17% 53
2023
Q2
$2.81M Sell
15,659
-28
-0.2% -$4.97K 0.19% 50
2023
Q1
$3.04M Buy
15,687
+815
+5% +$149K 0.22% 49
2022
Q4
$2.59M Buy
14,872
+424
+3% +$73.4K 0.2% 52
2022
Q3
$2.33M Sell
14,448
-2,858
-17% -$541K 0.18% 50
2022
Q2
$3.16M Buy
17,306
+382
+2% +$69.7K 0.23% 44
2022
Q1
$3.63M Buy
16,924
+642
+4% +$136K 0.21% 43
2021
Q4
$3.49M Buy
16,282
+921
+6% +$187K 0.18% 44
2021
Q3
$2.8M Sell
15,361
-13,458
-47% -$2.66M 0.16% 45
2021
Q2
$5.99M Buy
28,819
+1,636
+6% +$327K 0.17% 44
2021
Q1
$4.62M Buy
27,183
+13,698
+102% +$2.22M 0.14% 48
2020
Q4
$2.27M Sell
13,485
-18,578
-58% -$3.14M 0.13% 51
2020
Q3
$5.34M Buy
32,063
+293
+0.9% +$42.7K 0.17% 46
2020
Q2
$3.53M Buy
31,770
+2,104
+7% +$210K 0.12% 51
2020
Q1
$2.77M Buy
29,666
+13,672
+85% +$1.42M 0.12% 52
2019
Q4
$1.87M Sell
15,994
-1,055
-6% -$125K 0.12% 55
2019
Q3
$2.04M Sell
17,049
-2,377
-12% -$272K 0.14% 47
2019
Q2
$2.01M Buy
19,426
+462
+2% +$48.1K 0.11% 51
2019
Q1
$2.12M Buy
18,964
+2,555
+16% +$271K 0.12% 46
2018
Q4
$1.6M Buy
16,409
+34
+0.2% +$3.69K 0.1% 50
2018
Q3
$1.91M Buy
16,375
+487
+3% +$57.3K 0.11% 46
2018
Q2
$1.69M Buy
15,888
+198
+1% +$22.2K 0.1% 46
2018
Q1
$1.64M Buy
+15,690
New +$1.81M 0.1% 47
2017
Q4
Sell
-2,021
Closed -$242K 86
2017
Q3
$242K Buy
2,021
+120
+6% +$13.6K 0.02% 77
2017
Q2
$210K Hold
1,901
0.01% 82
2017
Q1
$203K Hold
1,901
0.01% 83
2016
Q4
$217K Hold
1,901
0.02% 86
2016
Q3
$207K Hold
1,901
0.01% 90
2016
Q2
$204K Sell
1,901
-878
-32% -$91.4K 0.01% 92
2016
Q1
$293K Hold
2,779
0.02% 95
2015
Q4
$267K Sell
2,779
-9
-0.3% -$919 0.02% 97
2015
Q3
$275K Buy
2,788
+9
+0.3% +$889 0.02% 99
2015
Q2
$269K Buy
+2,779
New +$276K 0.02% 102

Other funds holding UPS

Alta Capital Management's UPS Position: Q1 2025 in Review

Alta Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,246 shares — an estimated $283K sold.

Alta Capital Management first reported a position in UPS in Q2 2015 and held it in 38 quarters. The position peaked at $5.99M in Q2 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Alta Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Alta Capital Management sold 2,246 United Parcel Service shares in Q1 2025, an estimated $283K.
  • Alta Capital Management first reported a position in United Parcel Service in Q2 2015 and held it in 38 quarters.
  • Alta Capital Management's United Parcel Service position peaked at $5.99M in Q2 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Alta Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.