HighTower Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.1M | Sell |
892,722
-106,201
| -11% | -$10.7M | 0.11% | 188 |
|
|
2025
Q1 | $110M | Sell |
998,923
-33,934
| -3% | -$3.73M | 0.15% | 152 |
|
|
2024
Q4 | $130M | Sell |
1,032,857
-61,025
| -6% | -$7.7M | 0.18% | 126 |
|
|
2024
Q3 | $149M | Sell |
1,093,882
-26,310
| -2% | -$3.59M | 0.21% | 106 |
|
|
2024
Q2 | $153M | Sell |
1,120,192
-56,380
| -5% | -$7.72M | 0.24% | 88 |
|
|
2024
Q1 | $175M | Buy |
1,176,572
+28,135
| +2% | +$4.18M | 0.28% | 73 |
|
|
2023
Q4 | $181M | Sell |
1,148,437
-81,967
| -7% | -$12.9M | 0.3% | 68 |
|
|
2023
Q3 | $192M | Buy |
1,230,404
+6,111
| +0.5% | +$952K | 0.36% | 50 |
|
|
2023
Q2 | $219M | Buy |
1,224,293
+142,654
| +13% | +$25.6M | 0.43% | 39 |
|
|
2023
Q1 | $210M | Buy |
1,081,639
+83,552
| +8% | +$16.2M | 0.46% | 37 |
|
|
2022
Q4 | $173M | Buy |
998,087
+62,574
| +7% | +$10.9M | 0.4% | 44 |
|
|
2022
Q3 | $151M | Buy |
935,513
+29,178
| +3% | +$4.71M | 0.4% | 44 |
|
|
2022
Q2 | $165M | Sell |
906,335
-2,539
| -0.3% | -$464K | 0.43% | 40 |
|
|
2022
Q1 | $195M | Buy |
908,874
+1,674
| +0.2% | +$359K | 0.43% | 40 |
|
|
2021
Q4 | $194M | Buy |
907,200
+17,391
| +2% | +$3.73M | 0.43% | 42 |
|
|
2021
Q3 | $162M | Buy |
889,809
+26,505
| +3% | +$4.83M | 0.43% | 39 |
|
|
2021
Q2 | $179M | Sell |
863,304
-59,426
| -6% | -$12.4M | 0.52% | 34 |
|
|
2021
Q1 | $157M | Buy |
922,730
+80,923
| +10% | +$13.7M | 0.49% | 35 |
|
|
2020
Q4 | $142M | Buy |
841,807
+17,956
| +2% | +$3.02M | 0.59% | 25 |
|
|
2020
Q3 | $137M | Sell |
823,851
-86,918
| -10% | -$14.5M | 0.66% | 21 |
|
|
2020
Q2 | $101M | Buy |
910,769
+51,773
| +6% | +$5.75M | 0.55% | 33 |
|
|
2020
Q1 | $80.2M | Buy |
858,996
+46,919
| +6% | +$4.38M | 0.52% | 35 |
|
|
2019
Q4 | $95.1M | Buy |
812,077
+1,789
| +0.2% | +$209K | 0.56% | 32 |
|
|
2019
Q3 | $97.1M | Sell |
810,288
-25,819
| -3% | -$3.09M | 0.53% | 29 |
|
|
2019
Q2 | $86.3M | Sell |
836,107
-24,348
| -3% | -$2.51M | 0.51% | 33 |
|
|
2019
Q1 | $96.1M | Sell |
860,455
-15,765
| -2% | -$1.76M | 0.64% | 21 |
|
|
2018
Q4 | $85.5M | Buy |
876,220
+10,576
| +1% | +$1.03M | 0.66% | 25 |
|
|
2018
Q3 | $101M | Sell |
865,644
-17,506
| -2% | -$2.04M | 0.73% | 17 |
|
|
2018
Q2 | $93.8M | Buy |
883,150
+44,341
| +5% | +$4.71M | 0.73% | 17 |
|
|
2018
Q1 | $87.8M | Buy |
838,809
+9,912
| +1% | +$1.04M | 0.74% | 16 |
|
|
2017
Q4 | $98.8M | Buy |
828,897
+24,786
| +3% | +$2.95M | 0.81% | 12 |
|
|
2017
Q3 | $96.6M | Buy |
804,111
+23,389
| +3% | +$2.81M | 0.82% | 12 |
|
|
2017
Q2 | $86.3M | Sell |
780,722
-18,781
| -2% | -$2.08M | 0.77% | 13 |
|
|
2017
Q1 | $85.8M | Sell |
799,503
-11,918
| -1% | -$1.28M | 0.82% | 15 |
|
|
2016
Q4 | $93M | Buy |
811,421
+2,414
| +0.3% | +$277K | 1.01% | 12 |
|
|
2016
Q3 | $88.5M | Sell |
809,007
-1,547
| -0.2% | -$169K | 1.02% | 11 |
|
|
2016
Q2 | $87.3M | Buy |
810,554
+156,260
| +24% | +$16.8M | 1.1% | 11 |
|
|
2016
Q1 | $69M | Sell |
654,294
-13,930
| -2% | -$1.47M | 0.23% | 13 |
|
|
2015
Q4 | $64.3M | Buy |
668,224
+2,801
| +0.4% | +$270K | 0.76% | 19 |
|
|
2015
Q3 | $65.7M | Buy |
665,423
+9,313
| +1% | +$920K | 0.87% | 16 |
|
|
2015
Q2 | $63.6M | Sell |
656,110
-22,865
| -3% | -$2.22M | 1.02% | 12 |
|
|
2015
Q1 | $66.4M | Buy |
678,975
+18,074
| +3% | +$1.77M | 0.99% | 8 |
|
|
2014
Q4 | $73.5M | Buy |
660,901
+13,319
| +2% | +$1.48M | 1.12% | 7 |
|
|
2014
Q3 | $63.7M | Buy |
647,582
+1,552
| +0.2% | +$153K | 1.08% | 8 |
|
|
2014
Q2 | $66.3M | Buy |
646,030
+29,851
| +5% | +$3.06M | 1.15% | 7 |
|
|
2014
Q1 | $60M | Buy |
616,179
+8,119
| +1% | +$791K | 1.17% | 6 |
|
|
2013
Q4 | $63.9M | Buy |
608,060
+1,199
| +0.2% | +$126K | 1.31% | 5 |
|
|
2013
Q3 | $55.4M | Buy |
606,861
+393,660
| +185% | +$36M | 1.39% | 4 |
|
|
2013
Q2 | $18.4M | Buy |
+213,201
| New | +$18.4M | 0.5% | 42 |
|