Enterprise Financial Services Corp (EFSC)’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 | $229K | Buy |
+2,265
| New | +$229K | 0.12% | 140 |
|
2024
Q1 | – | Sell |
-1,833
| Closed | -$288K | – | 173 |
|
2023
Q4 | $288K | Sell |
1,833
-187
| -9% | -$29.4K | 0.18% | 122 |
|
2023
Q3 | $315K | Sell |
2,020
-103
| -5% | -$16.1K | 0.22% | 100 |
|
2023
Q2 | $381K | Sell |
2,123
-50
| -2% | -$8.96K | 0.24% | 83 |
|
2023
Q1 | $422K | Sell |
2,173
-23
| -1% | -$4.46K | 0.28% | 77 |
|
2022
Q4 | $382K | Sell |
2,196
-18
| -0.8% | -$3.13K | 0.26% | 89 |
|
2022
Q3 | $358K | Buy |
2,214
+97
| +5% | +$15.7K | 0.27% | 86 |
|
2022
Q2 | $386K | Buy |
2,117
+74
| +4% | +$13.5K | 0.08% | 174 |
|
2022
Q1 | $438K | Sell |
2,043
-133
| -6% | -$28.5K | 0.07% | 181 |
|
2021
Q4 | $466K | Sell |
2,176
-6,945
| -76% | -$1.49M | 0.07% | 190 |
|
2021
Q3 | $1.66M | Buy |
9,121
+8,343
| +1,072% | +$1.52M | 0.22% | 101 |
|
2021
Q2 | $161K | Sell |
778
-318
| -29% | -$65.8K | 0.03% | 241 |
|
2021
Q1 | $187K | Sell |
1,096
-76
| -6% | -$13K | 0.03% | 226 |
|
2020
Q4 | $198K | Buy |
1,172
+51
| +5% | +$8.62K | 0.04% | 212 |
|
2020
Q3 | $187K | Buy |
1,121
+7
| +0.6% | +$1.17K | 0.04% | 214 |
|
2020
Q2 | $123K | Buy |
1,114
+499
| +81% | +$55.1K | 0.03% | 252 |
|
2020
Q1 | $57K | Sell |
615
-90
| -13% | -$8.34K | 0.01% | 335 |
|
2019
Q4 | $83K | Sell |
705
-70
| -9% | -$8.24K | 0.02% | 328 |
|
2019
Q3 | $93K | Buy |
775
+141
| +22% | +$16.9K | 0.02% | 292 |
|
2019
Q2 | $65K | Buy |
634
+26
| +4% | +$2.67K | 0.01% | 367 |
|
2019
Q1 | $68K | Buy |
608
+19
| +3% | +$2.13K | 0.01% | 358 |
|
2018
Q4 | $57K | Sell |
589
-60
| -9% | -$5.81K | 0.04% | 218 |
|
2018
Q3 | $76K | Buy |
649
+1
| +0.2% | +$117 | 0.04% | 216 |
|
2018
Q2 | $69K | Sell |
648
-337
| -34% | -$35.9K | 0.04% | 236 |
|
2018
Q1 | $103K | Sell |
985
-42
| -4% | -$4.39K | 0.05% | 190 |
|
2017
Q4 | $122K | Sell |
1,027
-162
| -14% | -$19.2K | 0.06% | 185 |
|
2017
Q3 | $143K | Sell |
1,189
-218
| -15% | -$26.2K | 0.07% | 168 |
|
2017
Q2 | $156K | Sell |
1,407
-183
| -12% | -$20.3K | 0.08% | 164 |
|
2017
Q1 | $171K | Sell |
1,590
-80
| -5% | -$8.6K | 0.08% | 154 |
|
2016
Q4 | $191K | Buy |
1,670
+58
| +4% | +$6.63K | 0.1% | 146 |
|
2016
Q3 | $176K | Buy |
1,612
+29
| +2% | +$3.17K | 0.1% | 142 |
|
2016
Q2 | $171K | Sell |
1,583
-57
| -3% | -$6.16K | 0.1% | 141 |
|
2016
Q1 | $173K | Sell |
1,640
-130
| -7% | -$13.7K | 0.1% | 134 |
|
2015
Q4 | $170K | Buy |
1,770
+515
| +41% | +$49.5K | 0.1% | 129 |
|
2015
Q3 | $124K | Buy |
1,255
+39
| +3% | +$3.85K | 0.08% | 147 |
|
2015
Q2 | $118K | Sell |
1,216
-86
| -7% | -$8.35K | 0.07% | 156 |
|
2015
Q1 | $126K | Sell |
1,302
-200
| -13% | -$19.4K | 0.07% | 158 |
|
2014
Q4 | $167K | Hold |
1,502
| – | – | 0.1% | 135 |
|
2014
Q3 | $148K | Sell |
1,502
-3,338
| -69% | -$329K | 0.09% | 139 |
|
2014
Q2 | $497K | Buy |
4,840
+233
| +5% | +$23.9K | 0.3% | 68 |
|
2014
Q1 | $449K | Buy |
4,607
+15
| +0.3% | +$1.46K | 0.28% | 68 |
|
2013
Q4 | $482K | Buy |
4,592
+3,080
| +204% | +$323K | 0.28% | 65 |
|
2013
Q3 | $138K | Buy |
1,512
+507
| +50% | +$46.3K | 0.09% | 139 |
|
2013
Q2 | $87K | Buy |
+1,005
| New | +$87K | 0.06% | 163 |
|