Mackenzie Financial’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
86,667
+11,281
| +15% | +$1.14M | 0.01% | 500 |
|
|
2025
Q1 | $8.29M | Buy |
75,386
+8,371
| +12% | +$921K | 0.01% | 489 |
|
|
2024
Q4 | $8.45M | Buy |
67,015
+4,935
| +8% | +$622K | 0.01% | 495 |
|
|
2024
Q3 | $8.46M | Sell |
62,080
-3,428
| -5% | -$467K | 0.01% | 471 |
|
|
2024
Q2 | $8.96M | Sell |
65,508
-802
| -1% | -$110K | 0.01% | 452 |
|
|
2024
Q1 | $9.86M | Buy |
66,310
+3,763
| +6% | +$559K | 0.01% | 441 |
|
|
2023
Q4 | $9.83M | Sell |
62,547
-5,324
| -8% | -$837K | 0.01% | 433 |
|
|
2023
Q3 | $10.4M | Sell |
67,871
-620
| -0.9% | -$95.3K | 0.02% | 422 |
|
|
2023
Q2 | $12.6M | Sell |
68,491
-10,325
| -13% | -$1.9M | 0.02% | 412 |
|
|
2023
Q1 | $15.3M | Buy |
78,816
+265
| +0.3% | +$51.4K | 0.02% | 373 |
|
|
2022
Q4 | $13.7M | Buy |
78,551
+5,611
| +8% | +$975K | 0.02% | 356 |
|
|
2022
Q3 | $11.8M | Sell |
72,940
-49,904
| -41% | -$8.06M | 0.02% | 389 |
|
|
2022
Q2 | $22.4M | Sell |
122,844
-38,436
| -24% | -$7.02M | 0.04% | 304 |
|
|
2022
Q1 | $34.6M | Sell |
161,280
-340,705
| -68% | -$73.1M | 0.05% | 267 |
|
|
2021
Q4 | $108M | Sell |
501,985
-31,835
| -6% | -$6.82M | 0.15% | 153 |
|
|
2021
Q3 | $97.2M | Buy |
533,820
+1,576
| +0.3% | +$287K | 0.14% | 160 |
|
|
2021
Q2 | $111M | Sell |
532,244
-466,637
| -47% | -$97M | 0.15% | 149 |
|
|
2021
Q1 | $170M | Buy |
998,881
+93,294
| +10% | +$15.9M | 0.26% | 97 |
|
|
2020
Q4 | $153M | Sell |
905,587
-148,175
| -14% | -$25M | 0.33% | 95 |
|
|
2020
Q3 | $176M | Buy |
1,053,762
+149
| +0% | +$24.8K | 0.44% | 64 |
|
|
2020
Q2 | $117M | Sell |
1,053,613
-192,056
| -15% | -$21.4M | 0.31% | 97 |
|
|
2020
Q1 | $116M | Sell |
1,245,669
-612,060
| -33% | -$57.2M | 0.37% | 69 |
|
|
2019
Q4 | $217M | Sell |
1,857,729
-1,808
| -0.1% | -$212K | 0.53% | 52 |
|
|
2019
Q3 | $223M | Buy |
1,859,537
+16,586
| +0.9% | +$1.99M | 0.59% | 49 |
|
|
2019
Q2 | $190M | Sell |
1,842,951
-54,125
| -3% | -$5.59M | 0.49% | 56 |
|
|
2019
Q1 | $212M | Sell |
1,897,076
-702,089
| -27% | -$78.5M | 0.51% | 52 |
|
|
2018
Q4 | $253M | Buy |
2,599,165
+179,048
| +7% | +$17.5M | 0.67% | 33 |
|
|
2018
Q3 | $283M | Sell |
2,420,117
-137,846
| -5% | -$16.1M | 0.69% | 36 |
|
|
2018
Q2 | $272M | Sell |
2,557,963
-25,182
| -1% | -$2.68M | 0.69% | 37 |
|
|
2018
Q1 | $270M | Sell |
2,583,145
-206,927
| -7% | -$21.7M | 0.69% | 35 |
|
|
2017
Q4 | $332M | Buy |
2,790,072
+428,742
| +18% | +$51.1M | 0.8% | 30 |
|
|
2017
Q3 | $284M | Sell |
2,361,330
-363,507
| -13% | -$43.7M | 1.53% | 11 |
|
|
2017
Q2 | $301M | Buy |
2,724,837
+350,644
| +15% | +$38.8M | 1.68% | 11 |
|
|
2017
Q1 | $255M | Buy |
2,374,193
+188,968
| +9% | +$20.3M | 1.49% | 14 |
|
|
2016
Q4 | $251M | Sell |
2,185,225
-483,918
| -18% | -$55.5M | 1.5% | 13 |
|
|
2016
Q3 | $292M | Sell |
2,669,143
-53,490
| -2% | -$5.85M | 1.82% | 8 |
|
|
2016
Q2 | $293M | Buy |
2,722,633
+243,135
| +10% | +$26.2M | 1.66% | 9 |
|
|
2016
Q1 | $262M | Buy |
2,479,498
+121,463
| +5% | +$12.8M | 2.37% | 5 |
|
|
2015
Q4 | $227M | Sell |
2,358,035
-201,670
| -8% | -$19.4M | 1.41% | 13 |
|
|
2015
Q3 | $253M | Buy |
2,559,705
+114,045
| +5% | +$11.3M | 1.53% | 9 |
|
|
2015
Q2 | $237M | Buy |
2,445,660
+8,769
| +0.4% | +$850K | 1.28% | 11 |
|
|
2015
Q1 | $236M | Sell |
2,436,891
-283,191
| -10% | -$27.5M | 1.25% | 16 |
|
|
2014
Q4 | $302M | Buy |
2,720,082
+146,558
| +6% | +$16.3M | 1.54% | 9 |
|
|
2014
Q3 | $253M | Buy |
2,573,524
+459,007
| +22% | +$45.1M | 1.27% | 14 |
|
|
2014
Q2 | $217M | Buy |
2,114,517
+1,968,117
| +1,344% | +$202M | 1.01% | 26 |
|
|
2014
Q1 | $14.3M | Sell |
146,400
-36,500
| -20% | -$3.55M | 0.07% | 217 |
|
|
2013
Q4 | $19.2M | Sell |
182,900
-446,020
| -71% | -$46.9M | 0.1% | 190 |
|
|
2013
Q3 | $57.5M | Sell |
628,920
-76,000
| -11% | -$6.94M | 0.29% | 77 |
|
|
2013
Q2 | $61M | Buy |
+704,920
| New | +$61M | 0.29% | 90 |
|