Court Place Advisors’s United Parcel Service UPS Stock Holding History

Court Place Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$748K	Buy	7,406 +1,326	+22%	+$134K	0.24%	76
2025 Q1	$669K	Sell	6,080 -427	-7%	-$47K	0.22%	79
2024 Q4	$821K	Sell	6,507 -2,388	-27%	-$301K	0.27%	72
2024 Q3	$1.21M	Sell	8,895 -333	-4%	-$45.4K	0.35%	63
2024 Q2	$1.26M	Sell	9,228 -123	-1%	-$16.8K	0.4%	57
2024 Q1	$1.39M	Sell	9,351 -1,816	-16%	-$270K	0.45%	53
2023 Q4	$1.76M	Sell	11,167 -489	-4%	-$76.9K	0.58%	45
2023 Q3	$1.82M	Sell	11,656 -44	-0.4%	-$6.86K	0.65%	42
2023 Q2	$2.1M	Sell	11,700 -140	-1%	-$25.1K	0.74%	36
2023 Q1	$2.3M	Sell	11,840 -245	-2%	-$47.5K	0.83%	32
2022 Q4	$2.1M	Buy	12,085 +4	+0%	+$695	0.76%	34
2022 Q3	$1.95M	Sell	12,081 -155	-1%	-$25K	0.79%	32
2022 Q2	$2.23M	Buy	12,236 +1	+0%	+$183	0.85%	31
2022 Q1	$2.62M	Sell	12,235 -1,300	-10%	-$279K	0.85%	28
2021 Q4	$2.9M	Hold	13,535	–	–	0.8%	35
2021 Q3	$2.47M	Buy	13,535 +153	+1%	+$27.9K	0.73%	41
2021 Q2	$2.78M	Buy	13,382 +2,361	+21%	+$491K	0.81%	35
2021 Q1	$1.87M	Buy	11,021 +1,902	+21%	+$323K	0.58%	48
2020 Q4	$1.54M	Sell	9,119 -448	-5%	-$75.5K	0.51%	56
2020 Q3	$1.59M	Sell	9,567 -73	-0.8%	-$12.2K	0.6%	46
2020 Q2	$1.07M	Buy	9,640 +2	+0%	+$222	0.42%	58
2020 Q1	$900K	Sell	9,638 -96	-1%	-$8.97K	0.4%	63
2019 Q4	$1.14M	Buy	9,734 +1,837	+23%	+$215K	0.41%	62
2019 Q3	$946K	Buy	7,897 +572	+8%	+$68.5K	0.37%	70
2019 Q2	$756K	Sell	7,325 -447	-6%	-$46.1K	0.3%	79
2019 Q1	$868K	Buy	+7,772	New	+$868K	0.35%	70
2018 Q4	–	Sell	-7,511	Closed	-$877K	–	176
2018 Q3	$877K	Buy	7,511 +692	+10%	+$80.8K	0.33%	70
2018 Q2	$724K	Sell	6,819 -91	-1%	-$9.66K	0.3%	77
2018 Q1	$723K	Buy	6,910 +2,287	+49%	+$239K	0.3%	77
2017 Q4	$551K	Buy	4,623 +2	+0%	+$238	0.23%	95
2017 Q3	$555K	Buy	4,621 +1,515	+49%	+$182K	0.25%	92
2017 Q2	$344K	Buy	+3,106	New	+$344K	0.16%	120