Ameritas Investment Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
7,177
-5
| -0.1% | -$505 | 0.02% | 716 |
|
|
2025
Q1 | $790K | Sell |
7,182
-157
| -2% | -$17.3K | 0.03% | 676 |
|
|
2024
Q4 | $925K | Sell |
7,339
-248
| -3% | -$31.3K | 0.03% | 639 |
|
|
2024
Q3 | $1.03M | Sell |
7,587
-280
| -4% | -$38.2K | 0.03% | 619 |
|
|
2024
Q2 | $1.08M | Sell |
7,867
-145
| -2% | -$19.8K | 0.04% | 595 |
|
|
2024
Q1 | $1.19M | Sell |
8,012
-212
| -3% | -$31.5K | 0.04% | 567 |
|
|
2023
Q4 | $1.29M | Sell |
8,224
-308
| -4% | -$48.4K | 0.05% | 509 |
|
|
2023
Q3 | $1.33M | Sell |
8,532
-336
| -4% | -$52.4K | 0.05% | 435 |
|
|
2023
Q2 | $1.59M | Sell |
8,868
-214
| -2% | -$38.4K | 0.06% | 386 |
|
|
2023
Q1 | $1.76M | Buy |
9,082
+2
| +0% | +$388 | 0.07% | 332 |
|
|
2022
Q4 | $1.64M | Sell |
9,080
-199
| -2% | -$35.9K | 0.07% | 365 |
|
|
2022
Q3 | $1.5M | Sell |
9,279
-90
| -1% | -$14.5K | 0.07% | 348 |
|
|
2022
Q2 | $1.71M | Sell |
9,369
-111
| -1% | -$20.2K | 0.07% | 309 |
|
|
2022
Q1 | $2.03M | Sell |
9,480
-256
| -3% | -$54.9K | 0.07% | 308 |
|
|
2021
Q4 | $2.09M | Sell |
9,736
-344
| -3% | -$73.7K | 0.07% | 316 |
|
|
2021
Q3 | $1.84M | Buy |
10,080
+47
| +0.5% | +$8.56K | 0.07% | 339 |
|
|
2021
Q2 | $2.09M | Sell |
10,033
-77
| -0.8% | -$16K | 0.07% | 302 |
|
|
2021
Q1 | $1.72M | Sell |
10,110
-447
| -4% | -$76K | 0.07% | 355 |
|
|
2020
Q4 | $1.78M | Sell |
10,557
-508
| -5% | -$85.5K | 0.08% | 299 |
|
|
2020
Q3 | $1.84M | Sell |
11,065
-413
| -4% | -$68.8K | 0.08% | 251 |
|
|
2020
Q2 | $1.28M | Sell |
11,478
-58
| -0.5% | -$6.45K | 0.06% | 359 |
|
|
2020
Q1 | $1.08M | Sell |
11,536
-258
| -2% | -$24.1K | 0.06% | 360 |
|
|
2019
Q4 | $1.38M | Sell |
11,794
-154
| -1% | -$18K | 0.06% | 385 |
|
|
2019
Q3 | $1.43M | Sell |
11,948
-230
| -2% | -$27.6K | 0.07% | 349 |
|
|
2019
Q2 | $1.26M | Sell |
12,178
-288
| -2% | -$29.7K | 0.06% | 404 |
|
|
2019
Q1 | $1.39M | Hold |
12,466
| – | – | 0.06% | 367 |
|
|
2018
Q4 | $1.22M | Sell |
12,466
-269
| -2% | -$26.2K | 0.07% | 370 |
|
|
2018
Q3 | $1.49M | Sell |
12,735
-180
| -1% | -$21K | 0.07% | 354 |
|
|
2018
Q2 | $1.37M | Sell |
12,915
-1,293
| -9% | -$137K | 0.07% | 388 |
|
|
2018
Q1 | $1.49M | Sell |
14,208
-664
| -4% | -$69.5K | 0.07% | 359 |
|
|
2017
Q4 | $1.77M | Sell |
14,872
-672
| -4% | -$80.1K | 0.08% | 293 |
|
|
2017
Q3 | $1.78M | Hold |
15,544
| – | – | 0.08% | 279 |
|
|
2017
Q2 | $1.72M | Sell |
15,544
-321
| -2% | -$35.5K | 0.08% | 284 |
|
|
2017
Q1 | $1.7M | Sell |
15,865
-672
| -4% | -$72.1K | 0.08% | 294 |
|
|
2016
Q4 | $1.9M | Hold |
16,537
| – | – | 0.1% | 249 |
|
|
2016
Q3 | $1.81M | Buy |
16,537
+2,877
| +21% | +$315K | 0.1% | 233 |
|
|
2016
Q2 | $1.47M | Buy |
13,660
+555
| +4% | +$59.8K | 0.1% | 206 |
|
|
2016
Q1 | $1.38M | Hold |
13,105
| – | – | 0.09% | 222 |
|
|
2015
Q4 | $1.26M | Hold |
13,105
| – | – | 0.09% | 241 |
|
|
2015
Q3 | $1.29M | Buy |
13,105
+102
| +0.8% | +$10.1K | 0.09% | 230 |
|
|
2015
Q2 | $1.26M | Hold |
13,003
| – | – | 0.08% | 253 |
|
|
2015
Q1 | $1.26M | Hold |
13,003
| – | – | 0.08% | 253 |
|
|
2014
Q4 | $1.45M | Hold |
13,003
| – | – | 0.1% | 203 |
|
|
2014
Q3 | $1.28M | Sell |
13,003
-775
| -6% | -$76.2K | 0.09% | 238 |
|
|
2014
Q2 | $1.41M | Sell |
13,778
-265
| -2% | -$27.2K | 0.1% | 225 |
|
|
2014
Q1 | $1.37M | Sell |
14,043
-962
| -6% | -$93.7K | 0.11% | 226 |
|
|
2013
Q4 | $1.58M | Sell |
15,005
-286
| -2% | -$30.1K | 0.13% | 211 |
|
|
2013
Q3 | $1.4M | Buy |
+15,291
| New | +$1.4M | 0.13% | 204 |
|