Cresset Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
60,081
+1,964
| +3% | +$198K | 0.03% | 327 |
|
|
2025
Q1 | $6.39M | Sell |
58,117
-993
| -2% | -$109K | 0.03% | 310 |
|
|
2024
Q4 | $7.45M | Sell |
59,110
-33,511
| -36% | -$4.23M | 0.04% | 273 |
|
|
2024
Q3 | $12.6M | Buy |
92,621
+6,511
| +8% | +$888K | 0.05% | 250 |
|
|
2024
Q2 | $11.8M | Buy |
86,110
+2,615
| +3% | +$358K | 0.05% | 238 |
|
|
2024
Q1 | $12.4M | Sell |
83,495
-1,157
| -1% | -$172K | 0.06% | 209 |
|
|
2023
Q4 | $13.3M | Sell |
84,652
-4,660
| -5% | -$733K | 0.08% | 169 |
|
|
2023
Q3 | $13.9M | Buy |
89,312
+31
| +0% | +$4.83K | 0.05% | 146 |
|
|
2023
Q2 | $16M | Buy |
89,281
+75,462
| +546% | +$13.5M | 0.02% | 122 |
|
|
2023
Q1 | $2.68M | Buy |
13,819
+516
| +4% | +$100K | 0.05% | 190 |
|
|
2022
Q4 | $1.92M | Buy |
13,303
+3,503
| +36% | +$507K | 0.02% | 204 |
|
|
2022
Q3 | $1.58M | Sell |
9,800
-3,371
| -26% | -$545K | 0.02% | 249 |
|
|
2022
Q2 | $2.1M | Sell |
13,171
-747
| -5% | -$119K | 0.03% | 222 |
|
|
2022
Q1 | $2.99M | Sell |
13,918
-1,679
| -11% | -$360K | 0.03% | 193 |
|
|
2021
Q4 | $3.34M | Buy |
15,597
+406
| +3% | +$87K | 0.03% | 208 |
|
|
2021
Q3 | $2.77M | Sell |
15,191
-180
| -1% | -$32.8K | 0.04% | 178 |
|
|
2021
Q2 | $3.2M | Buy |
15,371
+2,963
| +24% | +$616K | 0.05% | 149 |
|
|
2021
Q1 | $2.11M | Buy |
12,408
+925
| +8% | +$157K | 0.03% | 171 |
|
|
2020
Q4 | $1.93M | Sell |
11,483
-219
| -2% | -$36.9K | 0.03% | 166 |
|
|
2020
Q3 | $1.95M | Buy |
11,702
+155
| +1% | +$25.8K | 0.04% | 167 |
|
|
2020
Q2 | $1.28M | Sell |
11,547
-1,976
| -15% | -$220K | 0.03% | 192 |
|
|
2020
Q1 | $1.26M | Buy |
13,523
+1,223
| +10% | +$114K | 0.04% | 159 |
|
|
2019
Q4 | $1.44M | Buy |
12,300
+120
| +1% | +$14K | 0.04% | 164 |
|
|
2019
Q3 | $1.46M | Buy |
12,180
+2,455
| +25% | +$294K | 0.04% | 154 |
|
|
2019
Q2 | $1M | Sell |
9,725
-5,774
| -37% | -$596K | 0.03% | 173 |
|
|
2019
Q1 | $1.73M | Buy |
15,499
+6,877
| +80% | +$768K | 0.07% | 75 |
|
|
2018
Q4 | $841K | Buy |
+8,622
| New | +$841K | 0.05% | 86 |
|