Everence Capital Management’s United Parcel Service UPS Stock Holding History

Everence Capital Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Sell	20,800 -550	-3%	-$55.5K	0.14%	130
2025 Q1	$2.35M	Hold	21,350	–	–	0.16%	116
2024 Q4	$2.69M	Buy	21,350 +8,810	+70%	+$1.11M	0.17%	98
2024 Q3	$1.71M	Sell	12,540 -8,590	-41%	-$1.17M	0.11%	155
2024 Q2	$3.12K	Sell	21,130 -5,150	-20%	-$759	0.22%	87
2024 Q1	$3.91K	Sell	26,280 -2,590	-9%	-$385	0.26%	79
2023 Q4	$4.54M	Buy	28,870 +755	+3%	+$119K	0.32%	56
2023 Q3	$4.38K	Buy	28,115 +1,940	+7%	+$302	0.34%	47
2023 Q2	$4.37M	Hold	26,175	–	–	0.36%	43
2023 Q1	$5.08K	Sell	26,175 -1,360	-5%	-$264	0.42%	41
2022 Q4	$4.79K	Buy	27,535 +6,590	+31%	+$1.15K	0.41%	43
2022 Q3	$3.38M	Hold	20,945	–	–	0.31%	60
2022 Q2	$3.82M	Hold	20,945	–	–	0.34%	58
2022 Q1	$4.49M	Buy	20,945 +3,220	+18%	+$691K	0.34%	60
2021 Q4	$3.8M	Buy	17,725 +20	+0.1%	+$4.29K	0.28%	63
2021 Q3	$3.22M	Hold	17,705	–	–	0.26%	69
2021 Q2	$3.68M	Hold	17,705	–	–	0.3%	61
2021 Q1	$3.01M	Buy	17,705 +1,830	+12%	+$311K	0.27%	65
2020 Q4	$2.67M	Sell	15,875 -3,570	-18%	-$601K	0.26%	66
2020 Q3	$3.24M	Hold	19,445	–	–	0.36%	50
2020 Q2	$1.94M	Hold	19,445	–	–	0.23%	76
2020 Q1	$1.82M	Buy	19,445 +4,870	+33%	+$455K	0.26%	65
2019 Q4	$1.71M	Sell	14,575 -5,513	-27%	-$645K	0.25%	80
2019 Q3	$2.41M	Hold	20,088	–	–	0.39%	57
2019 Q2	$2.07M	Hold	20,088	–	–	0.34%	64
2019 Q1	$2.25M	Buy	20,088 +1,480	+8%	+$165K	0.39%	56
2018 Q4	$1.82M	Hold	18,608	–	–	0.42%	60
2018 Q3	$2.17M	Hold	18,608	–	–	0.43%	56
2018 Q2	$1.98M	Buy	18,608 +1,670	+10%	+$177K	0.42%	61
2018 Q1	$1.77M	Sell	16,938 -470	-3%	-$49.2K	0.39%	63
2017 Q4	$2.07M	Sell	17,408 -2,169	-11%	-$258K	0.45%	53
2017 Q3	$2.35M	Hold	19,577	–	–	0.54%	46
2017 Q2	$2.17M	Buy	19,577 +3,150	+19%	+$348K	0.53%	41
2017 Q1	$1.76M	Hold	16,427	–	–	0.46%	56
2016 Q4	$1.88M	Sell	16,427 -1,330	-7%	-$152K	0.54%	47
2016 Q3	$1.94M	Sell	17,757 -3,780	-18%	-$413K	0.58%	44
2016 Q2	$2.32M	Buy	21,537 +360	+2%	+$38.8K	0.71%	32
2016 Q1	$2.23M	Buy	21,177 +2,450	+13%	+$258K	0.69%	37
2015 Q4	$1.8M	Sell	18,727 -13,260	-41%	-$1.28M	0.58%	44
2015 Q3	$3.16M	Buy	31,987 +5,697	+22%	+$562K	1.09%	17
2015 Q2	$2.55M	Buy	26,290 +10,000	+61%	+$969K	0.82%	27
2015 Q1	$1.66M	Buy	16,290 +2,600	+19%	+$264K	0.56%	47
2014 Q4	$1.52M	Sell	13,690 -3,111	-19%	-$346K	0.52%	51
2014 Q3	$1.64M	Hold	16,801	–	–	0.6%	45
2014 Q2	$1.73M	Hold	16,801	–	–	0.64%	40
2014 Q1	$1.64M	Buy	16,801 +1,476	+10%	+$144K	0.65%	40
2013 Q4	$1.61M	Sell	15,325 -4,600	-23%	-$483K	0.65%	39
2013 Q3	$1.82M	Hold	19,925	–	–	0.78%	35
2013 Q2	$1.72M	Buy	+19,925	New	+$1.72M	0.78%	33