Compagnie Lombard Odier SCmA’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,600
| Closed | -$191K | – | 504 |
|
|
2024
Q4 | $202K | Buy |
1,600
+1,591
| +17,678% | +$209K | ﹤0.01% | 246 |
|
|
2024
Q3 | $1.23K | Sell |
9
-2,991
| -100% | -$393K | ﹤0.01% | 440 |
|
|
2024
Q2 | $411K | Sell |
3,000
-353
| -11% | -$50.5K | 0.01% | 193 |
|
|
2024
Q1 | $498K | Sell |
3,353
-317
| -9% | -$48.2K | 0.01% | 194 |
|
|
2023
Q4 | $577K | Buy |
+3,670
| New | +$555K | 0.01% | 207 |
|
|
2023
Q3 | – | Sell |
-1,011
| Closed | -$181K | – | 627 |
|
|
2023
Q2 | $181K | Buy |
+1,011
| New | +$180K | 0.01% | 283 |
|
|
2023
Q1 | – | Sell |
-2,242
| Closed | -$390K | – | 691 |
|
|
2022
Q4 | $390K | Buy |
+2,242
| New | +$388K | 0.01% | 217 |
|
|
2022
Q3 | – | Sell |
-390
| Closed | -$73.8K | – | 692 |
|
|
2022
Q2 | $71K | Hold |
390
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $84K | Sell |
390
-210
| -35% | -$44.6K | ﹤0.01% | 397 |
|
|
2021
Q4 | $129K | Hold |
600
| – | – | ﹤0.01% | 410 |
|
|
2021
Q3 | $109K | Buy |
+600
| New | +$118K | ﹤0.01% | 418 |
|
|
2021
Q1 | – | Sell |
-1,440
| Closed | -$242K | – | 686 |
|
|
2020
Q4 | $242K | Buy |
+1,440
| New | +$243K | 0.01% | 315 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | -$2K | – | 661 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2.12K | ﹤0.01% | 627 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$221K | – | 725 |
|
|
2017
Q2 | $221K | Hold |
2,000
| – | – | 0.01% | 344 |
|
|
2017
Q1 | $215K | Sell |
2,000
-250
| -11% | -$27.3K | 0.01% | 359 |
|
|
2016
Q4 | $258K | Hold |
2,250
| – | – | 0.01% | 412 |
|
|
2016
Q3 | $246K | Hold |
2,250
| – | – | 0.01% | 448 |
|
|
2016
Q2 | $242K | Sell |
2,250
-556
| -20% | -$57.9K | 0.01% | 451 |
|
|
2016
Q1 | $296K | Sell |
2,806
-2,480
| -47% | -$241K | 0.01% | 422 |
|
|
2015
Q4 | $508K | Sell |
5,286
-384
| -7% | -$39.2K | 0.02% | 316 |
|
|
2015
Q3 | $560K | Sell |
5,670
-1,082
| -16% | -$107K | 0.02% | 258 |
|
|
2015
Q2 | $654K | Sell |
6,752
-6,016
| -47% | -$598K | 0.02% | 266 |
|
|
2015
Q1 | $1.24M | Sell |
12,768
-16,309
| -56% | -$1.67M | 0.05% | 205 |
|
|
2014
Q4 | $3.23M | Buy |
29,077
+13,853
| +91% | +$1.46M | 0.15% | 94 |
|
|
2014
Q3 | $1.5M | Buy |
15,224
+2,131
| +16% | +$212K | 0.06% | 140 |
|
|
2014
Q2 | $1.34M | Sell |
13,093
-1,147
| -8% | -$115K | 0.05% | 159 |
|
|
2014
Q1 | $1.39M | Buy |
14,240
+623
| +5% | +$60.7K | 0.06% | 164 |
|
|
2013
Q4 | $1.43M | Buy |
+13,617
| New | +$1.34M | 0.06% | 161 |
|
Other funds holding UPS
Compagnie Lombard Odier SCmA's UPS Position: Q1 2025 in Review
Compagnie Lombard Odier SCmA sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,600 shares — an estimated $191K sold.
Compagnie Lombard Odier SCmA first reported a position in UPS in Q4 2013 and held it in 28 quarters. The position peaked at $3.23M in Q4 2014. 2,203 funds tracked by Wall St. Rank hold UPS as of Q1 2025.
- Compagnie Lombard Odier SCmA reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
- Compagnie Lombard Odier SCmA sold 1,600 United Parcel Service shares in Q1 2025, an estimated $191K.
- Compagnie Lombard Odier SCmA first reported a position in United Parcel Service in Q4 2013 and held it in 28 quarters.
- Compagnie Lombard Odier SCmA's United Parcel Service position peaked at $3.23M in Q4 2014.
- 2,203 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.
Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2025, filed 16 Apr 2025.