Macroview Investment Management’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
2024
Q3
Sell
-384
Closed -$52.6K 648
2024
Q2
$52.6K Hold
384
0.06% 127
2024
Q1
$57.1K Hold
384
0.06% 132
2023
Q4
$60.4K Hold
384
0.07% 128
2023
Q3
$59.9K Hold
384
0.08% 108
2023
Q2
$68.8K Hold
384
0.11% 78
2023
Q1
$74.5K Hold
384
0.12% 74
2022
Q4
$66.8K Hold
384
0.11% 79
2022
Q3
$62K Hold
384
0.11% 76
2022
Q2
$70K Hold
384
0.11% 79
2022
Q1
$82K Hold
384
0.12% 74
2021
Q4
$82K Hold
384
0.1% 74
2021
Q3
$70K Hold
384
0.09% 78
2021
Q2
$80K Hold
384
0.11% 74
2021
Q1
$65K Hold
384
0.09% 76
2020
Q4
$65K Hold
384
0.1% 70
2020
Q3
$64K Hold
384
0.11% 63
2020
Q2
$43K Hold
384
0.09% 74
2020
Q1
$36K Hold
384
0.08% 77
2019
Q4
$45K Hold
384
0.09% 73
2019
Q3
$46K Sell
384
-255
-40% -$29.2K 0.1% 72
2019
Q2
$66K Hold
639
0.17% 66
2019
Q1
$71K Hold
639
0.18% 67
2018
Q4
$62K Buy
+639
New +$69.3K 0.2% 67
2018
Q1
Sell
-700
Closed -$83K 268
2017
Q4
$83K Hold
700
0.39% 34
2017
Q3
$84K Hold
700
0.42% 33
2017
Q2
$77K Buy
700
+130
+23% +$13.9K 0.41% 29
2017
Q1
$61K Buy
570
+200
+54% +$21.9K 0.35% 30
2016
Q4
$42K Hold
370
0.23% 36
2016
Q3
$40K Hold
370
0.18% 38
2016
Q2
$40K Hold
370
0.18% 38
2016
Q1
$39K Buy
370
+170
+85% +$16.5K 0.17% 35
2015
Q4
$19K Buy
+200
New +$20.4K 0.06% 56
2015
Q1
Sell
-2
Closed 240
2014
Q4
$0 Hold
2
﹤0.01% 279
2014
Q3
$0 Buy
+2
New +$199 ﹤0.01% 300

Other funds holding UPS

Macroview Investment Management's UPS Position: Q3 2024 in Review

Macroview Investment Management sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 384 shares — an estimated $52.6K sold.

Macroview Investment Management first reported a position in UPS in Q3 2014 and held it in 34 quarters. The position peaked at $84K in Q3 2017. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Macroview Investment Management reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 384 United Parcel Service shares in Q3 2024, an estimated $52.6K.
  • Macroview Investment Management first reported a position in United Parcel Service in Q3 2014 and held it in 34 quarters.
  • Macroview Investment Management's United Parcel Service position peaked at $84K in Q3 2017.
  • 2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.