Ancora Advisors’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 | $2.21M | Buy |
21,857
+7,313
| +50% | +$738K | 0.05% | 274 |
|
|
2025
Q1 | $1.6M | Buy |
14,544
+9,941
| +216% | +$1.09M | 0.04% | 305 |
|
|
2024
Q4 | $581K | Buy |
4,603
+118
| +3% | +$14.9K | 0.01% | 481 |
|
|
2024
Q3 | $612K | Buy |
4,485
+412
| +10% | +$56.2K | 0.01% | 464 |
|
|
2024
Q2 | $557K | Sell |
4,073
-420
| -9% | -$57.5K | 0.01% | 469 |
|
|
2024
Q1 | $668K | Buy |
4,493
+2,289
| +104% | +$340K | 0.02% | 453 |
|
|
2023
Q4 | $347K | Sell |
2,204
-518
| -19% | -$81.5K | 0.01% | 543 |
|
|
2023
Q3 | $424K | Sell |
2,722
-754
| -22% | -$118K | 0.01% | 492 |
|
|
2023
Q2 | $623K | Buy |
3,476
+31
| +0.9% | +$5.56K | 0.02% | 422 |
|
|
2023
Q1 | $668K | Sell |
3,445
-123
| -3% | -$23.9K | 0.02% | 409 |
|
|
2022
Q4 | $620K | Buy |
3,568
+14
| +0.4% | +$2.43K | 0.02% | 431 |
|
|
2022
Q3 | $574K | Sell |
3,554
-70
| -2% | -$11.3K | 0.02% | 459 |
|
|
2022
Q2 | $662K | Sell |
3,624
-56
| -2% | -$10.2K | 0.02% | 446 |
|
|
2022
Q1 | $789K | Sell |
3,680
-1,258
| -25% | -$270K | 0.02% | 426 |
|
|
2021
Q4 | $1.06M | Sell |
4,938
-762
| -13% | -$163K | 0.03% | 370 |
|
|
2021
Q3 | $1.04M | Buy |
5,700
+945
| +20% | +$172K | 0.03% | 374 |
|
|
2021
Q2 | $989K | Sell |
4,755
-1,022
| -18% | -$213K | 0.03% | 397 |
|
|
2021
Q1 | $982K | Sell |
5,777
-1,419
| -20% | -$241K | 0.03% | 383 |
|
|
2020
Q4 | $1.21M | Sell |
7,196
-1,270
| -15% | -$214K | 0.04% | 325 |
|
|
2020
Q3 | $1.41M | Sell |
8,466
-1,681
| -17% | -$280K | 0.06% | 271 |
|
|
2020
Q2 | $1.13M | Sell |
10,147
-1,411
| -12% | -$157K | 0.05% | 289 |
|
|
2020
Q1 | $1.08M | Buy |
11,558
+1,249
| +12% | +$117K | 0.05% | 299 |
|
|
2019
Q4 | $1.21M | Sell |
10,309
-570
| -5% | -$66.7K | 0.04% | 319 |
|
|
2019
Q3 | $1.3M | Buy |
10,879
+85
| +0.8% | +$10.2K | 0.06% | 280 |
|
|
2019
Q2 | $1.12M | Sell |
10,794
-55,402
| -84% | -$5.72M | 0.05% | 269 |
|
|
2019
Q1 | $7.4M | Buy |
66,196
+12,063
| +22% | +$1.35M | 0.34% | 103 |
|
|
2018
Q4 | $5.28M | Sell |
54,133
-2,558
| -5% | -$250K | 0.25% | 128 |
|
|
2018
Q3 | $6.62M | Buy |
56,691
+11,039
| +24% | +$1.29M | 0.26% | 132 |
|
|
2018
Q2 | $4.85M | Buy |
45,652
+4,767
| +12% | +$506K | 0.21% | 153 |
|
|
2018
Q1 | $4.28M | Buy |
40,885
+7,329
| +22% | +$767K | 0.19% | 166 |
|
|
2017
Q4 | $4M | Buy |
33,556
+1,852
| +6% | +$221K | 0.21% | 152 |
|
|
2017
Q3 | $3.81M | Buy |
31,704
+492
| +2% | +$59.1K | 0.22% | 143 |
|
|
2017
Q2 | $3.45M | Buy |
31,212
+524
| +2% | +$58K | 0.22% | 145 |
|
|
2017
Q1 | $3.29M | Buy |
30,688
+691
| +2% | +$74.1K | 0.22% | 140 |
|
|
2016
Q4 | $3.44M | Buy |
29,997
+6,981
| +30% | +$800K | 0.25% | 133 |
|
|
2016
Q3 | $2.52M | Buy |
23,016
+550
| +2% | +$60.1K | 0.25% | 114 |
|
|
2016
Q2 | $2.42M | Buy |
22,466
+200
| +0.9% | +$21.5K | 0.28% | 97 |
|
|
2016
Q1 | $2.35M | Sell |
22,266
-150
| -0.7% | -$15.8K | 0.29% | 94 |
|
|
2015
Q4 | $2.16M | Buy |
+22,416
| New | +$2.16M | 0.28% | 97 |
|