Azimuth Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $4.45M | Sell |
20,768
-495
| -2% | -$106K | 0.19% | 160 |
|
2021
Q4 | $4.56M | Sell |
21,263
-283
| -1% | -$60.7K | 0.18% | 157 |
|
2021
Q3 | $3.92M | Buy |
21,546
+435
| +2% | +$79.2K | 0.17% | 162 |
|
2021
Q2 | $4.39M | Buy |
21,111
+365
| +2% | +$75.9K | 0.19% | 156 |
|
2021
Q1 | $3.53M | Buy |
20,746
+450
| +2% | +$76.5K | 0.17% | 168 |
|
2020
Q4 | $3.42M | Sell |
20,296
-890
| -4% | -$150K | 0.17% | 164 |
|
2020
Q3 | $3.53M | Sell |
21,186
-14,471
| -41% | -$2.41M | 0.21% | 131 |
|
2020
Q2 | $3.96M | Sell |
35,657
-1,326
| -4% | -$147K | 0.25% | 113 |
|
2020
Q1 | $3.46M | Buy |
36,983
+90
| +0.2% | +$8.41K | 0.26% | 114 |
|
2019
Q4 | $4.32M | Buy |
36,893
+1,120
| +3% | +$131K | 0.26% | 122 |
|
2019
Q3 | $4.29M | Buy |
35,773
+135
| +0.4% | +$16.2K | 0.28% | 122 |
|
2019
Q2 | $3.68M | Buy |
35,638
+8,255
| +30% | +$852K | 0.24% | 132 |
|
2019
Q1 | $3.06M | Buy |
27,383
+14,822
| +118% | +$1.66M | 0.21% | 144 |
|
2018
Q4 | $1.23M | Sell |
12,561
-250
| -2% | -$24.4K | 0.09% | 187 |
|
2018
Q3 | $1.5M | Sell |
12,811
-200
| -2% | -$23.4K | 0.1% | 179 |
|
2018
Q2 | $1.38M | Sell |
13,011
-57
| -0.4% | -$6.05K | 0.1% | 180 |
|
2018
Q1 | $1.37M | Sell |
13,068
-57
| -0.4% | -$5.97K | 0.1% | 183 |
|
2017
Q4 | $1.56M | Sell |
13,125
-900
| -6% | -$107K | 0.11% | 180 |
|
2017
Q3 | $1.68M | Sell |
14,025
-325
| -2% | -$39K | 0.13% | 175 |
|
2017
Q2 | $1.59M | Sell |
14,350
-375
| -3% | -$41.5K | 0.12% | 174 |
|
2017
Q1 | $1.58M | Sell |
14,725
-75
| -0.5% | -$8.05K | 0.13% | 175 |
|
2016
Q4 | $1.7M | Sell |
14,800
-140
| -0.9% | -$16.1K | 0.15% | 165 |
|
2016
Q3 | $1.63M | Buy |
14,940
+58
| +0.4% | +$6.34K | 0.14% | 165 |
|
2016
Q2 | $1.6M | Sell |
14,882
-300
| -2% | -$32.3K | 0.14% | 159 |
|
2016
Q1 | $1.6M | Sell |
15,182
-169
| -1% | -$17.8K | 0.15% | 156 |
|
2015
Q4 | $1.48M | Sell |
15,351
-531
| -3% | -$51.1K | 0.14% | 162 |
|
2015
Q3 | $1.57M | Sell |
15,882
-100
| -0.6% | -$9.87K | 0.16% | 160 |
|
2015
Q2 | $1.55M | Sell |
15,982
-100
| -0.6% | -$9.69K | 0.15% | 164 |
|
2015
Q1 | $1.56M | Buy |
16,082
+200
| +1% | +$19.4K | 0.15% | 166 |
|
2014
Q4 | $1.77M | Buy |
15,882
+1,650
| +12% | +$183K | 0.18% | 154 |
|
2014
Q3 | $1.4M | Sell |
14,232
-275
| -2% | -$27K | 0.15% | 166 |
|
2014
Q2 | $1.49M | Buy |
14,507
+82
| +0.6% | +$8.42K | 0.17% | 163 |
|
2014
Q1 | $1.41M | Sell |
14,425
-300
| -2% | -$29.2K | 0.17% | 157 |
|
2013
Q4 | $1.55M | Buy |
14,725
+1,075
| +8% | +$113K | 0.18% | 149 |
|
2013
Q3 | $1.25M | Buy |
13,650
+4,675
| +52% | +$427K | 0.17% | 151 |
|
2013
Q2 | $776K | Buy |
+8,975
| New | +$776K | 0.14% | 158 |
|