J. Safra Sarasin Holding’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	–	Sell	-420,634	Closed	-$46.3M	–	547
2025 Q1	$46.3M	Sell	420,634 -4,014	-0.9%	-$442K	0.84%	38
2024 Q4	$53.5M	Buy	424,648 +2,960	+0.7%	+$373K	0.91%	38
2024 Q3	$57.5M	Sell	421,688 -10,332	-2%	-$1.41M	1%	36
2024 Q2	$59.1M	Buy	+432,020	New	+$59.1M	1.08%	26