Marsico Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-303,398
| Closed | -$55.4M | – | 103 |
|
|
2022
Q2 | $55.4M | Sell |
303,398
-1,155
| -0.4% | -$211K | 2.7% | 16 |
|
|
2022
Q1 | $65.3M | Sell |
304,553
-56,459
| -16% | -$12.1M | 2.28% | 17 |
|
|
2021
Q4 | $77.4M | Sell |
361,012
-612
| -0.2% | -$131K | 2.26% | 19 |
|
|
2021
Q3 | $65.9M | Buy |
361,624
+3,777
| +1% | +$688K | 2.02% | 17 |
|
|
2021
Q2 | $74.4M | Buy |
357,847
+4,064
| +1% | +$845K | 1.84% | 17 |
|
|
2021
Q1 | $60.1M | Sell |
353,783
-40,900
| -10% | -$6.95M | 1.57% | 22 |
|
|
2020
Q4 | $66.5M | Buy |
394,683
+128,673
| +48% | +$21.7M | 1.72% | 18 |
|
|
2020
Q3 | $44.3M | Buy |
+266,010
| New | +$44.3M | 1.23% | 24 |
|