Dimensional Fund Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463M | Buy |
4,585,898
+694,271
| +18% | +$70.1M | 0.11% | 136 |
|
|
2025
Q1 | $428M | Buy |
3,891,627
+268,418
| +7% | +$29.5M | 0.11% | 151 |
|
|
2024
Q4 | $457M | Buy |
3,623,209
+200,169
| +6% | +$25.2M | 0.11% | 130 |
|
|
2024
Q3 | $467M | Sell |
3,423,040
-182,318
| -5% | -$24.9M | 0.11% | 128 |
|
|
2024
Q2 | $493M | Sell |
3,605,358
-75,374
| -2% | -$10.3M | 0.13% | 108 |
|
|
2024
Q1 | $547M | Buy |
3,680,732
+4,291
| +0.1% | +$638K | 0.15% | 100 |
|
|
2023
Q4 | $578M | Buy |
3,676,441
+200,297
| +6% | +$31.5M | 0.17% | 78 |
|
|
2023
Q3 | $542M | Buy |
3,476,144
+49,294
| +1% | +$7.68M | 0.18% | 74 |
|
|
2023
Q2 | $614M | Buy |
3,426,850
+148,876
| +5% | +$26.7M | 0.2% | 64 |
|
|
2023
Q1 | $636M | Buy |
3,277,974
+111,008
| +4% | +$21.5M | 0.21% | 60 |
|
|
2022
Q4 | $551K | Buy |
3,166,966
+63,730
| +2% | +$11.1K | 0.16% | 74 |
|
|
2022
Q3 | $501M | Buy |
3,103,236
+82,716
| +3% | +$13.4M | 0.19% | 66 |
|
|
2022
Q2 | $551M | Buy |
3,020,520
+131,677
| +5% | +$24M | 0.2% | 65 |
|
|
2022
Q1 | $620M | Buy |
2,888,843
+129,991
| +5% | +$27.9M | 0.19% | 67 |
|
|
2021
Q4 | $591M | Buy |
2,758,852
+88,251
| +3% | +$18.9M | 0.18% | 72 |
|
|
2021
Q3 | $486M | Buy |
2,670,601
+65,897
| +3% | +$12M | 0.16% | 87 |
|
|
2021
Q2 | $542M | Sell |
2,604,704
-2,921
| -0.1% | -$607K | 0.17% | 82 |
|
|
2021
Q1 | $443M | Buy |
2,607,625
+14,854
| +0.6% | +$2.52M | 0.15% | 94 |
|
|
2020
Q4 | $437M | Buy |
2,592,771
+62,412
| +2% | +$10.5M | 0.16% | 87 |
|
|
2020
Q3 | $422M | Buy |
2,530,359
+91,317
| +4% | +$15.2M | 0.18% | 77 |
|
|
2020
Q2 | $271M | Buy |
2,439,042
+38,559
| +2% | +$4.29M | 0.12% | 115 |
|
|
2020
Q1 | $224M | Buy |
2,400,483
+58,258
| +2% | +$5.44M | 0.12% | 118 |
|
|
2019
Q4 | $274M | Buy |
2,342,225
+89,633
| +4% | +$10.5M | 0.1% | 146 |
|
|
2019
Q3 | $270M | Buy |
2,252,592
+11,726
| +0.5% | +$1.4M | 0.1% | 132 |
|
|
2019
Q2 | $231M | Buy |
2,240,866
+95,945
| +4% | +$9.91M | 0.09% | 173 |
|
|
2019
Q1 | $240M | Buy |
2,144,921
+50,483
| +2% | +$5.64M | 0.1% | 148 |
|
|
2018
Q4 | $204M | Buy |
2,094,438
+58,079
| +3% | +$5.66M | 0.09% | 169 |
|
|
2018
Q3 | $238M | Buy |
2,036,359
+47,982
| +2% | +$5.6M | 0.09% | 176 |
|
|
2018
Q2 | $211M | Buy |
1,988,377
+189,466
| +11% | +$20.1M | 0.08% | 201 |
|
|
2018
Q1 | $188M | Buy |
1,798,911
+27,329
| +2% | +$2.86M | 0.08% | 233 |
|
|
2017
Q4 | $211M | Buy |
1,771,582
+31,767
| +2% | +$3.79M | 0.09% | 203 |
|
|
2017
Q3 | $209M | Buy |
1,739,815
+2,145
| +0.1% | +$258K | 0.09% | 190 |
|
|
2017
Q2 | $192M | Buy |
1,737,670
+49,059
| +3% | +$5.43M | 0.09% | 203 |
|
|
2017
Q1 | $181M | Buy |
1,688,611
+143,630
| +9% | +$15.4M | 0.09% | 218 |
|
|
2016
Q4 | $177M | Buy |
1,544,981
+54,019
| +4% | +$6.19M | 0.09% | 211 |
|
|
2016
Q3 | $163M | Buy |
1,490,962
+54,597
| +4% | +$5.97M | 0.09% | 204 |
|
|
2016
Q2 | $155M | Buy |
1,436,365
+4,197
| +0.3% | +$452K | 0.09% | 203 |
|
|
2016
Q1 | $151M | Buy |
1,432,168
+86,159
| +6% | +$9.09M | 0.09% | 202 |
|
|
2015
Q4 | $130M | Buy |
1,346,009
+96,168
| +8% | +$9.25M | 0.08% | 241 |
|
|
2015
Q3 | $123M | Buy |
1,249,841
+56,010
| +5% | +$5.53M | 0.08% | 251 |
|
|
2015
Q2 | $116M | Buy |
1,193,831
+71,979
| +6% | +$6.98M | 0.07% | 301 |
|
|
2015
Q1 | $109M | Buy |
1,121,852
+48,008
| +4% | +$4.65M | 0.07% | 316 |
|
|
2014
Q4 | $119M | Buy |
1,073,844
+76,179
| +8% | +$8.47M | 0.08% | 258 |
|
|
2014
Q3 | $98.1M | Buy |
997,665
+93,248
| +10% | +$9.16M | 0.07% | 304 |
|
|
2014
Q2 | $92.8M | Buy |
904,417
+48,673
| +6% | +$5M | 0.06% | 339 |
|
|
2014
Q1 | $83.3M | Buy |
855,744
+151,305
| +21% | +$14.7M | 0.06% | 353 |
|
|
2013
Q4 | $74M | Buy |
704,439
+10,974
| +2% | +$1.15M | 0.06% | 391 |
|
|
2013
Q3 | $63.4M | Buy |
693,465
+30,899
| +5% | +$2.82M | 0.05% | 406 |
|
|
2013
Q2 | $57.3M | Buy |
+662,566
| New | +$57.3M | 0.05% | 418 |
|