Baird Financial Group’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 | $61.6M | Sell |
610,725
-145,663
| -19% | -$14.7M | 0.11% | 155 |
|
|
2025
Q1 | $83.2M | Buy |
756,388
+3,679
| +0.5% | +$405K | 0.16% | 112 |
|
|
2024
Q4 | $94.9M | Buy |
752,709
+325
| +0% | +$41K | 0.18% | 101 |
|
|
2024
Q3 | $103M | Buy |
752,384
+52,284
| +7% | +$7.13M | 0.2% | 101 |
|
|
2024
Q2 | $95.8M | Buy |
700,100
+6,633
| +1% | +$908K | 0.2% | 104 |
|
|
2024
Q1 | $103M | Sell |
693,467
-16,902
| -2% | -$2.51M | 0.22% | 102 |
|
|
2023
Q4 | $112M | Sell |
710,369
-8,694
| -1% | -$1.37M | 0.25% | 89 |
|
|
2023
Q3 | $112M | Sell |
719,063
-10,653
| -1% | -$1.66M | 0.31% | 74 |
|
|
2023
Q2 | $131M | Sell |
729,716
-27,167
| -4% | -$4.87M | 0.35% | 60 |
|
|
2023
Q1 | $147M | Sell |
756,883
-10,517
| -1% | -$2.04M | 0.36% | 55 |
|
|
2022
Q4 | $133M | Buy |
767,400
+44,107
| +6% | +$7.67M | 0.35% | 55 |
|
|
2022
Q3 | $117M | Buy |
723,293
+4,808
| +0.7% | +$777K | 0.34% | 57 |
|
|
2022
Q2 | $131M | Sell |
718,485
-146
| -0% | -$26.7K | 0.36% | 56 |
|
|
2022
Q1 | $154M | Buy |
718,631
+3,434
| +0.5% | +$736K | 0.38% | 53 |
|
|
2021
Q4 | $153M | Sell |
715,197
-1,544
| -0.2% | -$331K | 0.36% | 58 |
|
|
2021
Q3 | $131M | Buy |
716,741
+28,593
| +4% | +$5.21M | 0.33% | 61 |
|
|
2021
Q2 | $143M | Sell |
688,148
-31,843
| -4% | -$6.62M | 0.37% | 56 |
|
|
2021
Q1 | $122M | Sell |
719,991
-13,030
| -2% | -$2.21M | 0.34% | 62 |
|
|
2020
Q4 | $123M | Buy |
733,021
+59,212
| +9% | +$9.97M | 0.37% | 53 |
|
|
2020
Q3 | $112M | Sell |
673,809
-50,100
| -7% | -$8.35M | 0.38% | 53 |
|
|
2020
Q2 | $80.5M | Buy |
723,909
+33,731
| +5% | +$3.75M | 0.3% | 71 |
|
|
2020
Q1 | $64.5M | Sell |
690,178
-42,547
| -6% | -$3.98M | 0.29% | 70 |
|
|
2019
Q4 | $85.8M | Buy |
732,725
+28,876
| +4% | +$3.38M | 0.31% | 67 |
|
|
2019
Q3 | $84.3M | Buy |
703,849
+3,330
| +0.5% | +$399K | 0.33% | 62 |
|
|
2019
Q2 | $72.3M | Buy |
700,519
+121,912
| +21% | +$12.6M | 0.28% | 81 |
|
|
2019
Q1 | $64.6M | Buy |
578,607
+82,424
| +17% | +$9.21M | 0.38% | 62 |
|
|
2018
Q4 | $48.4M | Buy |
496,183
+330,211
| +199% | +$32.2M | 0.33% | 81 |
|
|
2018
Q3 | $19.5M | Buy |
165,972
+21,759
| +15% | +$2.56M | 0.12% | 202 |
|
|
2018
Q2 | $15.3M | Sell |
144,213
-1,650
| -1% | -$175K | 0.1% | 228 |
|
|
2018
Q1 | $15.3M | Sell |
145,863
-564
| -0.4% | -$59K | 0.11% | 222 |
|
|
2017
Q4 | $17.4M | Buy |
146,427
+1,566
| +1% | +$187K | 0.12% | 188 |
|
|
2017
Q3 | $17.4M | Buy |
144,861
+8,579
| +6% | +$1.03M | 0.13% | 188 |
|
|
2017
Q2 | $15.1M | Buy |
136,282
+3,175
| +2% | +$351K | 0.12% | 208 |
|
|
2017
Q1 | $14.3M | Sell |
133,107
-10,902
| -8% | -$1.17M | 0.12% | 204 |
|
|
2016
Q4 | $16.5M | Sell |
144,009
-2,716
| -2% | -$311K | 0.14% | 171 |
|
|
2016
Q3 | $16M | Sell |
146,725
-416
| -0.3% | -$45.5K | 0.14% | 171 |
|
|
2016
Q2 | $15.9M | Sell |
147,141
-8,941
| -6% | -$966K | 0.15% | 173 |
|
|
2016
Q1 | $16.5M | Sell |
156,082
-4,806
| -3% | -$507K | 0.16% | 170 |
|
|
2015
Q4 | $15.5M | Buy |
160,888
+1,126
| +0.7% | +$108K | 0.15% | 174 |
|
|
2015
Q3 | $15.8M | Buy |
159,762
+1,673
| +1% | +$165K | 0.17% | 160 |
|
|
2015
Q2 | $15.3M | Buy |
+158,089
| New | +$15.3M | 0.15% | 170 |
|