Jim Simons’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 | $51.5M | Buy |
+510,500
| New | +$51.5M | 0.07% | 330 |
|
|
2025
Q1 | – | Sell |
-177,401
| Closed | -$22.4M | – | 3855 |
|
|
2024
Q4 | $22.4M | Sell |
177,401
-150,962
| -46% | -$19M | 0.03% | 616 |
|
|
2024
Q3 | $44.8M | Buy |
+328,363
| New | +$44.8M | 0.07% | 356 |
|
|
2022
Q3 | – | Sell |
-109,800
| Closed | -$20M | – | 4425 |
|
|
2022
Q2 | $20M | Sell |
109,800
-615,700
| -85% | -$112M | 0.02% | 731 |
|
|
2022
Q1 | $156M | Sell |
725,500
-438,323
| -38% | -$94M | 0.18% | 105 |
|
|
2021
Q4 | $249M | Buy |
1,163,823
+309,123
| +36% | +$66.3M | 0.31% | 57 |
|
|
2021
Q3 | $156M | Sell |
854,700
-410,245
| -32% | -$74.7M | 0.2% | 97 |
|
|
2021
Q2 | $263M | Buy |
1,264,945
+773,445
| +157% | +$161M | 0.33% | 51 |
|
|
2021
Q1 | $83.6M | Buy |
+491,500
| New | +$83.6M | 0.1% | 201 |
|
|
2020
Q1 | – | Sell |
-378,100
| Closed | -$44.3M | – | 3812 |
|
|
2019
Q4 | $44.3M | Buy |
378,100
+151,800
| +67% | +$17.8M | 0.03% | 583 |
|
|
2019
Q3 | $27.1M | Buy |
+226,300
| New | +$27.1M | 0.02% | 793 |
|
|
2018
Q1 | – | Sell |
-640,800
| Closed | -$76.4M | – | 3585 |
|
|
2017
Q4 | $76.4M | Buy |
+640,800
| New | +$76.4M | 0.08% | 274 |
|
|
2017
Q3 | – | Sell |
-260,200
| Closed | -$28.8M | – | 3381 |
|
|
2017
Q2 | $28.8M | Sell |
260,200
-582,000
| -69% | -$64.4M | 0.04% | 642 |
|
|
2017
Q1 | $90.4M | Sell |
842,200
-461,600
| -35% | -$49.5M | 0.13% | 176 |
|
|
2016
Q4 | $149M | Buy |
+1,303,800
| New | +$149M | 0.24% | 58 |
|
|
2016
Q2 | – | Sell |
-296,800
| Closed | -$31.3M | – | 3517 |
|
|
2016
Q1 | $31.3M | Buy |
+296,800
| New | +$31.3M | 0.06% | 412 |
|
|
2015
Q2 | – | Sell |
-418,300
| Closed | -$40.6M | – | 3393 |
|
|
2015
Q1 | $40.6M | Buy |
+418,300
| New | +$40.6M | 0.09% | 284 |
|
|
2014
Q4 | – | Sell |
-383,100
| Closed | -$37.7M | – | 3133 |
|
|
2014
Q3 | $37.7M | Sell |
383,100
-2,102,300
| -85% | -$207M | 0.1% | 218 |
|
|
2014
Q2 | $255M | Buy |
2,485,400
+722,862
| +41% | +$74.2M | 0.59% | 16 |
|
|
2014
Q1 | $172M | Buy |
1,762,538
+593,738
| +51% | +$57.8M | 0.41% | 26 |
|
|
2013
Q4 | $123M | Sell |
1,168,800
-149,400
| -11% | -$15.7M | 0.29% | 58 |
|
|
2013
Q3 | $120M | Buy |
1,318,200
+84,300
| +7% | +$7.7M | 0.29% | 58 |
|
|
2013
Q2 | $107M | Buy |
+1,233,900
| New | +$107M | 0.28% | 57 |
|