Donald L. Hagan LLC’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
Q3
$10.3M Buy
123,014
+14
+0% +$1.27K 5.04% 6
2025
Q2
$12.4M Hold
123,000
6.2% 5
2025
Q1
$13.5M Hold
123,000
7.06% 4
2024
Q4
$15.5M Sell
123,000
-6,485
-5% -$853K 8.05% 3
2024
Q3
$17.7M Sell
129,485
-260
-0.2% -$34.1K 9.01% 3
2024
Q2
$17.8M Sell
129,745
-295
-0.2% -$42.2K 9.4% 3
2024
Q1
$19.3M Sell
130,040
-104
-0.1% -$15.8K 10.07% 2
2023
Q4
$20.5M Sell
130,144
-38
-0% -$5.75K 11.12% 2
2023
Q3
$20.3M Sell
130,182
-72
-0.1% -$12.4K 12.15% 2
2023
Q2
$23.3M Sell
130,254
-272
-0.2% -$48.3K 13.15% 2
2023
Q1
$25.3M Sell
130,526
-6,065
-4% -$1.11M 13.97% 2
2022
Q4
$23.7M Buy
136,591
+6,591
+5% +$1.14M 14.94% 2
2022
Q3
$21M Hold
130,000
14.89% 2
2022
Q2
$23.7M Hold
130,000
15.12% 2
2022
Q1
$27.9M Hold
130,000
15.68% 2
2021
Q4
$27.9M Hold
130,000
14.39% 2
2021
Q3
$23.7M Hold
130,000
13.71% 2
2021
Q2
$27M Hold
130,000
15.92% 2
2021
Q1
$22.1M Sell
130,000
-41
-0% -$6.63K 14.51% 2
2020
Q4
$21.9M Sell
130,041
-2,987
-2% -$504K 16.01% 2
2020
Q3
$22.2M Sell
133,028
-8,901
-6% -$1.3M 17.57% 2
2020
Q2
$15.8M Sell
141,929
-1,647
-1% -$164K 13.71% 2
2020
Q1
$14.3M Sell
143,576
-815
-0.6% -$84.4K 12.87% 2
2019
Q4
$16.9M Buy
144,391
+2,425
+2% +$287K 14.72% 1
2019
Q3
$16.7M Sell
141,966
-319
-0.2% -$36.5K 13.69% 1
2019
Q2
$14.7M Sell
142,285
-5
-0% -$520 12.7% 1
2019
Q1
$15.9M Sell
142,290
-222
-0.2% -$23.5K 13.79% 1
2018
Q4
$13.9M Sell
142,512
-98
-0.1% -$10.6K 12.85% 1
2018
Q3
$16.6M Sell
142,610
-2,270
-2% -$267K 12.96% 1
2018
Q2
$15.4M Buy
144,880
+530
+0.4% +$59.5K 12.43% 1
2018
Q1
$15.1M Buy
144,350
+2,698
+2% +$312K 12.6% 1
2017
Q4
$16.9M Buy
141,652
+37
+0% +$4.35K 14.29% 2
2017
Q3
$17M Sell
141,615
-470
-0.3% -$53.4K 15.45% 1
2017
Q2
$15.7M Sell
142,085
-26,342
-16% -$2.82M 14.86% 1
2017
Q1
$18.1M Buy
168,427
+842
+0.5% +$92K 17.43% 1
2016
Q4
$19.2M Buy
167,585
+54
+0% +$6.08K 18.14% 1
2016
Q3
$18.3M Buy
167,531
+961
+0.6% +$105K 18.05% 1
2016
Q2
$17.9M Buy
166,570
+234
+0.1% +$24.4K 17.34% 1
2016
Q1
$17.5M Buy
166,336
+108
+0.1% +$10.5K 16.14% 1
2015
Q4
$16M Buy
166,228
+1,204
+0.7% +$123K 15.86% 1
2015
Q3
$16.3M Buy
165,024
+1,445
+0.9% +$143K 14.65% 1
2015
Q2
$15.9M Buy
163,579
+3,120
+2% +$310K 14.84% 2
2015
Q1
$15.6M Buy
160,459
+1,096
+0.7% +$112K 15.47% 1
2014
Q4
$17.7M Buy
+159,363
New +$16.8M 16.52% 1

Other funds holding UPS

Donald L. Hagan LLC's UPS Position: Q3 2025 in Review

Donald L. Hagan LLC increased its United Parcel Service (UPS) stake by 0.01% in Q3 2025, buying an estimated $1.27K and bringing the position to 123,014 shares worth $10.3M. The position accounts for 5.04% of the portfolio, ranked #6.

Donald L. Hagan LLC first reported a position in UPS in Q4 2014 and has held it in 44 quarters since. The position peaked at $27.9M in Q1 2022. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Donald L. Hagan LLC held 123,014 shares of United Parcel Service worth $10.3M as of Q3 2025.
  • Donald L. Hagan LLC bought 14 United Parcel Service shares in Q3 2025, an estimated $1.27K.
  • United Parcel Service made up 5.04% of Donald L. Hagan LLC's portfolio in Q3 2025, its #6 holding.
  • Donald L. Hagan LLC first reported a position in United Parcel Service in Q4 2014 and has held it in 44 quarters since.
  • Donald L. Hagan LLC's United Parcel Service position peaked at $27.9M in Q1 2022.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.