Laurie J. Hall Trustee’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$75K | – | 230 |
|
|
2024
Q4 | $75K | Hold |
600
| – | – | 0.02% | 169 |
|
|
2024
Q3 | $82K | Sell |
600
-850
| -59% | -$112K | 0.03% | 171 |
|
|
2024
Q2 | $198K | Hold |
1,450
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $215K | Sell |
1,450
-60
| -4% | -$9.12K | 0.08% | 109 |
|
|
2023
Q4 | $237K | Hold |
1,510
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $234K | Buy |
1,510
+60
| +4% | +$10.4K | 0.1% | 94 |
|
|
2023
Q2 | $260K | Hold |
1,450
| – | – | 0.1% | 90 |
|
|
2023
Q1 | $282K | Sell |
1,450
-50
| -3% | -$9.17K | 0.12% | 88 |
|
|
2022
Q4 | $261K | Hold |
1,500
| – | – | 0.12% | 91 |
|
|
2022
Q3 | $242K | Sell |
1,500
-70
| -4% | -$13.3K | 0.12% | 89 |
|
|
2022
Q2 | $287K | Hold |
1,570
| – | – | 0.13% | 85 |
|
|
2022
Q1 | $337K | Hold |
1,570
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $337K | Sell |
1,570
-30
| -2% | -$6.1K | 0.12% | 88 |
|
|
2021
Q3 | $291K | Hold |
1,600
| – | – | 0.11% | 91 |
|
|
2021
Q2 | $333K | Hold |
1,600
| – | – | 0.13% | 91 |
|
|
2021
Q1 | $272K | Hold |
1,600
| – | – | 0.1% | 100 |
|
|
2020
Q4 | $269K | Hold |
1,600
| – | – | 0.11% | 97 |
|
|
2020
Q3 | $267K | Buy |
+1,600
| New | +$233K | 0.12% | 92 |
|
|
2019
Q4 | $187K | Hold |
1,600
| – | – | 0.09% | 111 |
|
|
2019
Q3 | $192K | Sell |
1,600
-100
| -6% | -$11.4K | 0.1% | 108 |
|
|
2019
Q2 | $176K | Hold |
1,700
| – | – | 0.09% | 116 |
|
|
2019
Q1 | $190K | Hold |
1,700
| – | – | 0.1% | 112 |
|
|
2018
Q4 | $188K | Hold |
1,700
| – | – | 0.1% | 105 |
|
|
2018
Q3 | $198K | Hold |
1,700
| – | – | 0.1% | 112 |
|
|
2018
Q2 | $180K | Hold |
1,700
| – | – | 0.1% | 113 |
|
|
2018
Q1 | $178K | Hold |
1,700
| – | – | 0.11% | 106 |
|
|
2017
Q4 | $203K | Buy |
1,700
+200
| +13% | +$23.5K | 0.12% | 103 |
|
|
2017
Q3 | $180K | Hold |
1,500
| – | – | 0.11% | 93 |
|
|
2017
Q2 | $166K | Hold |
1,500
| – | – | 0.11% | 99 |
|
|
2017
Q1 | $160K | Hold |
1,500
| – | – | 0.1% | 104 |
|
|
2016
Q4 | $173K | Buy |
+1,500
| New | +$169K | 0.11% | 101 |
|
|
2016
Q2 | $171K | Hold |
1,550
| – | – | 0.11% | 97 |
|
|
2016
Q1 | $164K | Sell |
1,550
-40
| -3% | -$3.89K | 0.1% | 101 |
|
|
2015
Q4 | $157K | Buy |
+1,590
| New | +$162K | 0.11% | 95 |
|
Other funds holding UPS
Laurie J. Hall Trustee's UPS Position: Q1 2025 in Review
Laurie J. Hall Trustee sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 600 shares — an estimated $75K sold.
Laurie J. Hall Trustee first reported a position in UPS in Q4 2015 and held it in 34 quarters. The position peaked at $337K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.
- Laurie J. Hall Trustee reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
- Laurie J. Hall Trustee sold 600 United Parcel Service shares in Q1 2025, an estimated $75K.
- Laurie J. Hall Trustee first reported a position in United Parcel Service in Q4 2015 and held it in 34 quarters.
- Laurie J. Hall Trustee's United Parcel Service position peaked at $337K in Q1 2022.
- 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.
Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.