Kovitz Investment Group Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
59,753
+22,677
| +61% | +$2.29M | 0.03% | 412 |
|
|
2025
Q1 | $4.08M | Buy |
37,076
+2,018
| +6% | +$222K | 0.02% | 440 |
|
|
2024
Q4 | $4.42M | Buy |
35,058
+786
| +2% | +$99.1K | 0.02% | 420 |
|
|
2024
Q3 | $3.9M | Buy |
34,272
+15,779
| +85% | +$1.8M | 0.03% | 378 |
|
|
2024
Q2 | $2.53M | Buy |
18,493
+12,101
| +189% | +$1.66M | 0.02% | 388 |
|
|
2024
Q1 | $950K | Buy |
6,392
+4,307
| +207% | +$640K | 0.01% | 417 |
|
|
2023
Q4 | $328K | Sell |
2,085
-25,575
| -92% | -$4.02M | 0.01% | 357 |
|
|
2023
Q3 | $4.31M | Sell |
27,660
-1,118
| -4% | -$174K | 0.08% | 164 |
|
|
2023
Q2 | $5.16M | Buy |
28,778
+5,620
| +24% | +$1.01M | 0.08% | 144 |
|
|
2023
Q1 | $4.49M | Sell |
23,158
-482
| -2% | -$93.5K | 0.08% | 163 |
|
|
2022
Q4 | $4.11M | Sell |
23,640
-1,775
| -7% | -$309K | 0.08% | 181 |
|
|
2022
Q3 | $4.11M | Sell |
25,415
-364
| -1% | -$58.8K | 0.09% | 163 |
|
|
2022
Q2 | $4.71M | Sell |
25,779
-51
| -0.2% | -$9.31K | 0.1% | 154 |
|
|
2022
Q1 | $5.54M | Buy |
25,830
+15,166
| +142% | +$3.25M | 0.11% | 145 |
|
|
2021
Q4 | $1.8M | Buy |
10,664
+1,222
| +13% | +$206K | 0.04% | 213 |
|
|
2021
Q3 | $1.72M | Sell |
9,442
-336
| -3% | -$61.2K | 0.03% | 243 |
|
|
2021
Q2 | $2.03M | Buy |
9,778
+118
| +1% | +$24.5K | 0.04% | 236 |
|
|
2021
Q1 | $1.64M | Sell |
9,660
-1,003
| -9% | -$170K | 0.04% | 227 |
|
|
2020
Q4 | $1.8M | Sell |
10,663
-75
| -0.7% | -$12.6K | 0.04% | 209 |
|
|
2020
Q3 | $1.79M | Sell |
10,738
-25,550
| -70% | -$4.26M | 0.05% | 201 |
|
|
2020
Q2 | $4.03M | Buy |
36,288
+23,068
| +174% | +$2.56M | 0.12% | 120 |
|
|
2020
Q1 | $1.24M | Sell |
13,220
-3,872
| -23% | -$362K | 0.04% | 217 |
|
|
2019
Q4 | $2M | Sell |
17,092
-203,266
| -92% | -$23.8M | 0.06% | 197 |
|
|
2019
Q3 | $26.4M | Sell |
220,358
-7,191
| -3% | -$862K | 0.84% | 34 |
|
|
2019
Q2 | $23.5M | Sell |
227,549
-140,717
| -38% | -$14.5M | 0.74% | 32 |
|
|
2019
Q1 | $41.2M | Sell |
368,266
-3,193
| -0.9% | -$357K | 1.3% | 27 |
|
|
2018
Q4 | $36.2M | Sell |
371,459
-12,472
| -3% | -$1.22M | 1.43% | 26 |
|
|
2018
Q3 | $44.8M | Sell |
383,931
-2,644
| -0.7% | -$309K | 2.04% | 21 |
|
|
2018
Q2 | $41.1M | Buy |
386,575
+288
| +0.1% | +$30.6K | 1.91% | 22 |
|
|
2018
Q1 | $40.4M | Buy |
386,287
+73,275
| +23% | +$7.67M | 1.95% | 24 |
|
|
2017
Q4 | $37.3K | Sell |
313,012
-12,179
| -4% | -$1.45K | 1.6% | 26 |
|
|
2017
Q3 | $39.1M | Sell |
325,191
-1,722
| -0.5% | -$207K | 1.94% | 26 |
|
|
2017
Q2 | $36.2M | Buy |
326,913
+1,710
| +0.5% | +$189K | 1.93% | 26 |
|
|
2017
Q1 | $34.9M | Buy |
325,203
+3,073
| +1% | +$330K | 1.92% | 26 |
|
|
2016
Q4 | $36.9M | Sell |
322,130
-1,986
| -0.6% | -$228K | 2.15% | 26 |
|
|
2016
Q3 | $35.4M | Sell |
324,116
-8,462
| -3% | -$925K | 2.18% | 21 |
|
|
2016
Q2 | $32.9M | Sell |
332,578
-21,648
| -6% | -$2.14M | 2.28% | 19 |
|
|
2016
Q1 | $37.4M | Buy |
+354,226
| New | +$37.4M | 2.21% | 21 |
|