Jupiter Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $232K | Buy |
+2,089
| New | +$232K | ﹤0.01% | 366 |
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$760K | – | 493 |
|
2019
Q4 | $760K | Buy |
+6,500
| New | +$760K | 0.01% | 332 |
|
2015
Q2 | – | Sell |
-8,700
| Closed | -$843K | – | 376 |
|
2015
Q1 | $843K | Sell |
8,700
-1,600
| -16% | -$155K | 0.03% | 235 |
|
2014
Q4 | $1.15M | Sell |
10,300
-6,500
| -39% | -$723K | 0.04% | 252 |
|
2014
Q3 | $1.65M | Buy |
+16,800
| New | +$1.65M | 0.08% | 191 |
|
2014
Q2 | – | Sell |
-1,500
| Closed | -$146K | – | 411 |
|
2014
Q1 | $146K | Buy |
+1,500
| New | +$146K | 0.01% | 301 |
|