Cerity 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 | $43.3M | Buy |
429,440
+5,505
| +1% | +$556K | 0.08% | 213 |
|
|
2025
Q1 | $46.6M | Buy |
423,935
+5,177
| +1% | +$569K | 0.09% | 189 |
|
|
2024
Q4 | $53.2M | Sell |
418,758
-25,037
| -6% | -$3.18M | 0.12% | 164 |
|
|
2024
Q3 | $60.5M | Sell |
443,795
-12,801
| -3% | -$1.75M | 0.13% | 154 |
|
|
2024
Q2 | $62.5M | Sell |
456,596
-36,463
| -7% | -$4.99M | 0.16% | 132 |
|
|
2024
Q1 | $73.2M | Buy |
493,059
+105,678
| +27% | +$15.7M | 0.19% | 115 |
|
|
2023
Q4 | $60.9M | Buy |
387,381
+44,721
| +13% | +$7.03M | 0.2% | 118 |
|
|
2023
Q3 | $53.4M | Sell |
342,660
-25,871
| -7% | -$4.03M | 0.26% | 101 |
|
|
2023
Q2 | $66.1M | Buy |
368,531
+89,270
| +32% | +$16M | 0.26% | 89 |
|
|
2023
Q1 | $56M | Buy |
279,261
+18,029
| +7% | +$3.61M | 0.13% | 116 |
|
|
2022
Q4 | $45.4M | Buy |
261,232
+80,443
| +44% | +$14M | 0.29% | 80 |
|
|
2022
Q3 | $29.2M | Buy |
180,789
+574
| +0.3% | +$92.7K | 0.35% | 58 |
|
|
2022
Q2 | $32.9M | Buy |
180,215
+94,247
| +110% | +$17.2M | 0.36% | 55 |
|
|
2022
Q1 | $6.91M | Buy |
85,968
+28,008
| +48% | +$2.25M | 0.11% | 162 |
|
|
2021
Q4 | $7.41M | Buy |
57,960
+27,718
| +92% | +$3.55M | 0.11% | 155 |
|
|
2021
Q3 | $5.51M | Sell |
30,242
-218
| -0.7% | -$39.7K | 0.12% | 150 |
|
|
2021
Q2 | $6.34M | Buy |
30,460
+11,430
| +60% | +$2.38M | 0.14% | 139 |
|
|
2021
Q1 | $3.24M | Sell |
19,030
-2,054
| -10% | -$349K | 0.08% | 188 |
|
|
2020
Q4 | $3.55M | Sell |
21,084
-4,721
| -18% | -$795K | 0.11% | 146 |
|
|
2020
Q3 | $4.3M | Buy |
25,805
+23,363
| +957% | +$3.89M | 0.18% | 110 |
|
|
2020
Q2 | $271K | Buy |
2,442
+68
| +3% | +$7.55K | 0.02% | 365 |
|
|
2020
Q1 | $221K | Sell |
2,374
-210
| -8% | -$19.5K | 0.01% | 400 |
|
|
2019
Q4 | $302K | Sell |
2,584
-21,392
| -89% | -$2.5M | 0.02% | 428 |
|
|
2019
Q3 | $2.87M | Buy |
23,976
+403
| +2% | +$48.3K | 0.17% | 129 |
|
|
2019
Q2 | $2.44M | Sell |
23,573
-3,924
| -14% | -$405K | 0.15% | 138 |
|
|
2019
Q1 | $3.07M | Buy |
27,497
+609
| +2% | +$68.1K | 0.21% | 104 |
|
|
2018
Q4 | $2.62M | Sell |
26,888
-723
| -3% | -$70.5K | 0.18% | 129 |
|
|
2018
Q3 | $3.22M | Buy |
27,611
+98
| +0.4% | +$11.4K | 0.22% | 115 |
|
|
2018
Q2 | $2.92M | Buy |
27,513
+12,590
| +84% | +$1.34M | 0.22% | 115 |
|
|
2018
Q1 | $1.56M | Sell |
14,923
-701
| -4% | -$73.4K | 0.12% | 176 |
|
|
2017
Q4 | $1.86M | Sell |
15,624
-2,569
| -14% | -$306K | 0.13% | 160 |
|
|
2017
Q3 | $2.19M | Sell |
18,193
-20,951
| -54% | -$2.52M | 0.15% | 147 |
|
|
2017
Q2 | $4.26M | Buy |
39,144
+27,060
| +224% | +$2.95M | 0.36% | 62 |
|
|
2017
Q1 | $1.3M | Buy |
+12,084
| New | +$1.3M | 0.11% | 164 |
|