Ladenburg Thalmann Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $32.7M | Buy |
302,058
+26,478
| +10% | +$2.87M | 0.21% | 112 |
|
|
2019
Q3 | $33M | Sell |
275,580
-3,522
| -1% | -$422K | 0.23% | 104 |
|
|
2019
Q2 | $28.8M | Sell |
279,102
-1,559
| -0.6% | -$161K | 0.21% | 109 |
|
|
2019
Q1 | $31.5M | Buy |
280,661
+11,619
| +4% | +$1.31M | 0.24% | 92 |
|
|
2018
Q4 | $26.2M | Buy |
269,042
+46,797
| +21% | +$4.57M | 0.24% | 99 |
|
|
2018
Q3 | $26M | Buy |
222,245
+18,752
| +9% | +$2.19M | 0.22% | 110 |
|
|
2018
Q2 | $21.3M | Hold |
203,493
| – | – | 0.2% | 114 |
|
|
2018
Q1 | $21.3M | Buy |
203,493
+13,613
| +7% | +$1.42M | 0.2% | 114 |
|
|
2017
Q4 | $22.6M | Buy |
189,880
+3,318
| +2% | +$395K | 0.22% | 109 |
|
|
2017
Q3 | $22.4M | Sell |
186,562
-332
| -0.2% | -$39.9K | 0.24% | 98 |
|
|
2017
Q2 | $20.7M | Buy |
186,894
+6,967
| +4% | +$770K | 0.24% | 96 |
|
|
2017
Q1 | $19.3M | Buy |
179,927
+2,790
| +2% | +$299K | 0.24% | 92 |
|
|
2016
Q4 | $20.3M | Buy |
177,137
+2,143
| +1% | +$246K | 0.28% | 72 |
|
|
2016
Q3 | $19.1M | Buy |
174,994
+6,983
| +4% | +$764K | 0.29% | 73 |
|
|
2016
Q2 | $18.1M | Sell |
168,011
-16,325
| -9% | -$1.76M | 0.29% | 78 |
|
|
2016
Q1 | $19.4M | Sell |
184,336
-3,066
| -2% | -$323K | 0.34% | 66 |
|
|
2015
Q4 | $18M | Buy |
187,402
+16,908
| +10% | +$1.63M | 0.33% | 64 |
|
|
2015
Q3 | $16.8M | Buy |
170,494
+448
| +0.3% | +$44.1K | 0.35% | 67 |
|
|
2015
Q2 | $16.5M | Sell |
170,046
-20,241
| -11% | -$1.96M | 0.3% | 77 |
|
|
2015
Q1 | $18.5M | Buy |
190,287
+62,561
| +49% | +$6.07M | 0.35% | 62 |
|
|
2014
Q4 | $14.2M | Buy |
127,726
+8,121
| +7% | +$903K | 0.31% | 67 |
|
|
2014
Q3 | $11.8M | Sell |
119,605
-4,432
| -4% | -$436K | 0.32% | 69 |
|
|
2014
Q2 | $12.7M | Buy |
124,037
+1,070
| +0.9% | +$110K | 0.35% | 71 |
|
|
2014
Q1 | $12M | Buy |
122,967
+1,505
| +1% | +$147K | 0.35% | 66 |
|
|
2013
Q4 | $12.8M | Sell |
121,462
-17,301
| -12% | -$1.82M | 0.39% | 59 |
|
|
2013
Q3 | $12.7M | Buy |
138,763
+1,487
| +1% | +$136K | 0.43% | 50 |
|
|
2013
Q2 | $11.9M | Buy |
+137,276
| New | +$11.9M | 0.42% | 49 |
|