Kayne Anderson Rudnick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
7,596
-2,128
| -22% | -$215K | ﹤0.01% | 402 |
|
|
2025
Q1 | $1.07M | Sell |
9,724
-57,353
| -86% | -$6.31M | ﹤0.01% | 379 |
|
|
2024
Q4 | $8.46M | Sell |
67,077
-6,649
| -9% | -$838K | 0.02% | 243 |
|
|
2024
Q3 | $10.1M | Buy |
73,726
+22,044
| +43% | +$3.01M | 0.02% | 236 |
|
|
2024
Q2 | $7.07M | Sell |
51,682
-19,871
| -28% | -$2.72M | 0.02% | 262 |
|
|
2024
Q1 | $10.6M | Sell |
71,553
-3,845
| -5% | -$571K | 0.02% | 246 |
|
|
2023
Q4 | $11.9M | Sell |
75,398
-3,257
| -4% | -$512K | 0.03% | 244 |
|
|
2023
Q3 | $12.3M | Sell |
78,655
-31,694
| -29% | -$4.94M | 0.04% | 236 |
|
|
2023
Q2 | $19.8M | Buy |
110,349
+967
| +0.9% | +$173K | 0.06% | 197 |
|
|
2023
Q1 | $21.2M | Buy |
109,382
+39,838
| +57% | +$7.73M | 0.06% | 188 |
|
|
2022
Q4 | $12.1M | Buy |
69,544
+2,173
| +3% | +$378K | 0.04% | 242 |
|
|
2022
Q3 | $10.9M | Buy |
67,371
+9,134
| +16% | +$1.48M | 0.04% | 239 |
|
|
2022
Q2 | $10.6M | Buy |
58,237
+3,006
| +5% | +$549K | 0.03% | 241 |
|
|
2022
Q1 | $11.8M | Buy |
55,231
+8,024
| +17% | +$1.72M | 0.03% | 237 |
|
|
2021
Q4 | $10.1M | Buy |
47,207
+1,474
| +3% | +$316K | 0.02% | 243 |
|
|
2021
Q3 | $8.33M | Buy |
45,733
+25,913
| +131% | +$4.72M | 0.02% | 242 |
|
|
2021
Q2 | $4.12M | Buy |
19,820
+785
| +4% | +$163K | 0.01% | 276 |
|
|
2021
Q1 | $3.24M | Buy |
19,035
+309
| +2% | +$52.5K | 0.01% | 282 |
|
|
2020
Q4 | $3.15M | Sell |
18,726
-4,297
| -19% | -$724K | 0.01% | 274 |
|
|
2020
Q3 | $3.84M | Sell |
23,023
-2,054
| -8% | -$342K | 0.01% | 254 |
|
|
2020
Q2 | $2.79M | Buy |
25,077
+5,388
| +27% | +$599K | 0.01% | 256 |
|
|
2020
Q1 | $1.84M | Buy |
19,689
+5,527
| +39% | +$516K | 0.01% | 264 |
|
|
2019
Q4 | $1.66M | Buy |
14,162
+6,635
| +88% | +$777K | 0.01% | 283 |
|
|
2019
Q3 | $902K | Buy |
7,527
+3,468
| +85% | +$416K | ﹤0.01% | 303 |
|
|
2019
Q2 | $419K | Buy |
4,059
+2,068
| +104% | +$213K | ﹤0.01% | 323 |
|
|
2019
Q1 | $222K | Buy |
+1,991
| New | +$222K | ﹤0.01% | 330 |
|