Epoch Investment Partners’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 | $58.5M | Sell |
579,236
-12,795
| -2% | -$1.29M | 0.3% | 121 |
|
|
2025
Q1 | $65.1M | Buy |
592,031
+26,079
| +5% | +$2.87M | 0.34% | 113 |
|
|
2024
Q4 | $71.4M | Sell |
565,952
-30,462
| -5% | -$3.84M | 0.35% | 106 |
|
|
2024
Q3 | $81.3M | Buy |
596,414
+217,453
| +57% | +$29.6M | 0.36% | 104 |
|
|
2024
Q2 | $51.9M | Sell |
378,961
-1,743
| -0.5% | -$239K | 0.24% | 148 |
|
|
2024
Q1 | $56.6M | Buy |
380,704
+593
| +0.2% | +$88.1K | 0.25% | 144 |
|
|
2023
Q4 | $59.8M | Buy |
380,111
+17,151
| +5% | +$2.7M | 0.27% | 143 |
|
|
2023
Q3 | $56.6M | Sell |
362,960
-83,474
| -19% | -$13M | 0.36% | 95 |
|
|
2023
Q2 | $80M | Sell |
446,434
-81,842
| -15% | -$14.7M | 0.46% | 65 |
|
|
2023
Q1 | $102M | Sell |
528,276
-3,881
| -0.7% | -$753K | 0.61% | 44 |
|
|
2022
Q4 | $92.5M | Sell |
532,157
-1,060
| -0.2% | -$184K | 0.55% | 53 |
|
|
2022
Q3 | $86.1M | Buy |
533,217
+107,615
| +25% | +$17.4M | 0.56% | 52 |
|
|
2022
Q2 | $77.7M | Sell |
425,602
-26,237
| -6% | -$4.79M | 0.46% | 74 |
|
|
2022
Q1 | $96.9M | Buy |
451,839
+28,185
| +7% | +$6.04M | 0.47% | 70 |
|
|
2021
Q4 | $90.8M | Buy |
423,654
+4,182
| +1% | +$896K | 0.46% | 69 |
|
|
2021
Q3 | $76.4M | Sell |
419,472
-14,351
| -3% | -$2.61M | 0.42% | 82 |
|
|
2021
Q2 | $90.2M | Sell |
433,823
-34,280
| -7% | -$7.13M | 0.48% | 73 |
|
|
2021
Q1 | $79.6M | Sell |
468,103
-49,527
| -10% | -$8.42M | 0.37% | 102 |
|
|
2020
Q4 | $87.2M | Sell |
517,630
-88,506
| -15% | -$14.9M | 0.4% | 96 |
|
|
2020
Q3 | $101M | Sell |
606,136
-115,914
| -16% | -$19.3M | 0.5% | 70 |
|
|
2020
Q2 | $80.3M | Sell |
722,050
-21,012
| -3% | -$2.34M | 0.41% | 89 |
|
|
2020
Q1 | $69.4M | Sell |
743,062
-2,275
| -0.3% | -$213K | 0.42% | 85 |
|
|
2019
Q4 | $87.2M | Sell |
745,337
-1,104
| -0.1% | -$129K | 0.38% | 100 |
|
|
2019
Q3 | $89.4M | Sell |
746,441
-137,509
| -16% | -$16.5M | 0.41% | 102 |
|
|
2019
Q2 | $91.3M | Sell |
883,950
-78,430
| -8% | -$8.1M | 0.41% | 94 |
|
|
2019
Q1 | $108M | Sell |
962,380
-37,442
| -4% | -$4.18M | 0.47% | 83 |
|
|
2018
Q4 | $97.5M | Sell |
999,822
-177,254
| -15% | -$17.3M | 0.45% | 81 |
|
|
2018
Q3 | $137M | Sell |
1,177,076
-72,813
| -6% | -$8.5M | 0.52% | 79 |
|
|
2018
Q2 | $133K | Sell |
1,249,889
-344,854
| -22% | -$36.6K | 0.41% | 81 |
|
|
2018
Q1 | $167M | Sell |
1,594,743
-1,618,827
| -50% | -$169M | 0.59% | 59 |
|
|
2017
Q4 | $383M | Buy |
3,213,570
+64,769
| +2% | +$7.72M | 1.27% | 23 |
|
|
2017
Q3 | $378M | Buy |
3,148,801
+280,918
| +10% | +$33.7M | 1.27% | 20 |
|
|
2017
Q2 | $317M | Sell |
2,867,883
-341,468
| -11% | -$37.8M | 1.07% | 30 |
|
|
2017
Q1 | $344M | Buy |
3,209,351
+468,172
| +17% | +$50.2M | 1.15% | 23 |
|
|
2016
Q4 | $314M | Buy |
2,741,179
+1,284,262
| +88% | +$147M | 1.18% | 28 |
|
|
2016
Q3 | $159M | Buy |
1,456,917
+40,059
| +3% | +$4.38M | 0.59% | 61 |
|
|
2016
Q2 | $153M | Buy |
1,416,858
+41,306
| +3% | +$4.45M | 0.57% | 64 |
|
|
2016
Q1 | $145M | Buy |
1,375,552
+1,338,462
| +3,609% | +$141M | 0.55% | 63 |
|
|
2015
Q4 | $3.57M | Buy |
37,090
+31,102
| +519% | +$2.99M | 0.01% | 197 |
|
|
2015
Q3 | $591K | Sell |
5,988
-771
| -11% | -$76.1K | ﹤0.01% | 241 |
|
|
2015
Q2 | $655K | Buy |
6,759
+71
| +1% | +$6.88K | ﹤0.01% | 242 |
|
|
2015
Q1 | $649K | Buy |
6,688
+148
| +2% | +$14.4K | ﹤0.01% | 249 |
|
|
2014
Q4 | $727K | Buy |
6,540
+1,995
| +44% | +$222K | ﹤0.01% | 240 |
|
|
2014
Q3 | $447K | Buy |
4,545
+202
| +5% | +$19.9K | ﹤0.01% | 253 |
|
|
2014
Q2 | $446K | Buy |
4,343
+1,493
| +52% | +$153K | ﹤0.01% | 253 |
|
|
2014
Q1 | $277K | Buy |
+2,850
| New | +$277K | ﹤0.01% | 267 |
|
|
2013
Q4 | – | Sell |
-2,700
| Closed | -$247K | – | 278 |
|
|
2013
Q3 | $247K | Buy |
2,700
+55
| +2% | +$5.03K | ﹤0.01% | 267 |
|
|
2013
Q2 | $229K | Buy |
+2,645
| New | +$229K | ﹤0.01% | 262 |
|