Gratus Capital’s United Parcel Service UPS Stock Holding History

Gratus Capital’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$6.27M	Buy	45,812 +155	+0.3%	+$21.2K	0.25%	91
2024 Q1	$6.79M	Buy	45,657 +365	+0.8%	+$54.3K	0.31%	87
2023 Q4	$7.12M	Buy	45,292 +36,665	+425%	+$5.76M	0.4%	76
2023 Q3	$1.34M	Buy	8,627 +190	+2%	+$29.6K	0.09%	120
2023 Q2	$1.51M	Buy	8,437 +39	+0.5%	+$6.99K	0.1%	109
2023 Q1	$1.63M	Sell	8,398 -684	-8%	-$133K	0.12%	98
2022 Q4	$1.58M	Sell	9,082 -243	-3%	-$42.2K	0.13%	100
2022 Q3	$1.51M	Sell	9,325 -134	-1%	-$21.6K	0.16%	96
2022 Q2	$1.73M	Buy	9,459 +751	+9%	+$137K	0.19%	86
2022 Q1	$1.87M	Sell	8,708 -58	-0.7%	-$12.4K	0.18%	86
2021 Q4	$1.88M	Sell	8,766 -192	-2%	-$41.2K	0.17%	87
2021 Q3	$1.63M	Hold	8,958	–	–	0.18%	86
2021 Q2	$1.86M	Sell	8,958 -402	-4%	-$83.6K	0.21%	83
2021 Q1	$1.59M	Buy	9,360 +81	+0.9%	+$13.8K	0.19%	100
2020 Q4	$1.56M	Sell	9,279 -1,014	-10%	-$171K	0.21%	92
2020 Q3	$1.72M	Sell	10,293 -2,856	-22%	-$476K	0.27%	84
2020 Q2	$1.46M	Sell	13,149 -225	-2%	-$25K	0.25%	88
2020 Q1	$1.25M	Sell	13,374 -2,219	-14%	-$207K	0.23%	92
2019 Q4	$1.83M	Sell	15,593 -915	-6%	-$107K	0.28%	89
2019 Q3	$1.98M	Sell	16,508 -5,335	-24%	-$639K	0.32%	85
2019 Q2	$2.26M	Sell	21,843 -2,147	-9%	-$222K	0.37%	80
2019 Q1	$2.68M	Sell	23,990 -4,998	-17%	-$559K	0.45%	70
2018 Q4	$2.83M	Sell	28,988 -1,902	-6%	-$185K	0.58%	62
2018 Q3	$3.61M	Sell	30,890 -1,866	-6%	-$218K	0.49%	55
2018 Q2	$3.48M	Sell	32,756 -3,433	-9%	-$365K	0.52%	53
2018 Q1	$3.79M	Sell	36,189 -1,850	-5%	-$194K	0.55%	52
2017 Q4	$4.53M	Sell	38,039 -720	-2%	-$85.8K	0.59%	44
2017 Q3	$4.66M	Sell	38,759 -1,631	-4%	-$196K	0.65%	42
2017 Q2	$4.47M	Sell	40,390 -227	-0.6%	-$25.1K	0.64%	42
2017 Q1	$4.36M	Sell	40,617 -100	-0.2%	-$10.7K	0.63%	47
2016 Q4	$4.67M	Sell	40,717 -603	-1%	-$69.1K	0.7%	41
2016 Q3	$4.52M	Sell	41,320 -1,200	-3%	-$131K	0.66%	44
2016 Q2	$4.58M	Buy	+42,520	New	+$4.58M	0.67%	44