Kovitz Investment Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $33.1M | Buy |
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|
2015
Q3 | $33.9M | Buy |
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|
2015
Q2 | $25.4M | Buy |
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|
2015
Q1 | $25.1M | Sell |
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|
2014
Q4 | $34.2M | Sell |
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|
2014
Q3 | $30.4M | Buy |
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|
2014
Q2 | $29.3M | Sell |
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|
2014
Q1 | $29.2M | Buy |
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|
2013
Q4 | $32.7M | Sell |
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|
2013
Q3 | $37.6M | Buy |
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|
2013
Q2 | $34.7M | Buy |
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