Friess Associates’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-576
| Closed | -$66K | – | 163 |
|
|
2016
Q4 | $66K | Sell |
576
-364
| -39% | -$41.7K | 0.01% | 139 |
|
|
2016
Q3 | $103K | Hold |
940
| – | – | 0.01% | 140 |
|
|
2016
Q2 | $101K | Hold |
940
| – | – | 0.01% | 136 |
|
|
2016
Q1 | $99K | Hold |
940
| – | – | 0.01% | 144 |
|
|
2015
Q4 | $90K | Hold |
940
| – | – | 0.01% | 148 |
|
|
2015
Q3 | $93K | Hold |
940
| – | – | 0.01% | 148 |
|
|
2015
Q2 | $91K | Hold |
940
| – | – | 0.01% | 149 |
|
|
2015
Q1 | $91K | Hold |
940
| – | – | 0.01% | 144 |
|
|
2014
Q4 | $104K | Hold |
940
| – | – | 0.01% | 137 |
|
|
2014
Q3 | $92K | Hold |
940
| – | – | 0.01% | 138 |
|
|
2014
Q2 | $97K | Hold |
940
| – | – | 0.01% | 141 |
|
|
2014
Q1 | $92K | Hold |
940
| – | – | 0.01% | 146 |
|
|
2013
Q4 | $99K | Buy |
940
+40
| +4% | +$4.21K | 0.01% | 131 |
|
|
2013
Q3 | $82K | Hold |
900
| – | – | 0.01% | 133 |
|
|
2013
Q2 | $78K | Buy |
+900
| New | +$78K | 0.01% | 134 |
|