MIM
Miller Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
16,707
| – | – | 0.18% | 48 |
|
|
2025
Q1 | $1.84M | Sell |
16,707
-152
| -0.9% | -$16.7K | 0.2% | 44 |
|
|
2024
Q4 | $2.13M | Hold |
16,859
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $2.3M | Hold |
16,859
| – | – | 0.24% | 38 |
|
|
2024
Q2 | $2.31M | Hold |
16,859
| – | – | 0.28% | 40 |
|
|
2024
Q1 | $2.51M | Hold |
16,859
| – | – | 0.32% | 38 |
|
|
2023
Q4 | $2.65M | Hold |
16,859
| – | – | 0.38% | 35 |
|
|
2023
Q3 | $2.63M | Hold |
16,859
| – | – | 0.41% | 30 |
|
|
2023
Q2 | $3.02M | Hold |
16,859
| – | – | 0.46% | 28 |
|
|
2023
Q1 | $3.27M | Hold |
16,859
| – | – | 0.54% | 27 |
|
|
2022
Q4 | $2.93M | Hold |
16,859
| – | – | 0.5% | 28 |
|
|
2022
Q3 | $2.72M | Hold |
16,859
| – | – | 0.57% | 26 |
|
|
2022
Q2 | $3.08M | Hold |
16,859
| – | – | 0.63% | 24 |
|
|
2022
Q1 | $3.62M | Hold |
16,859
| – | – | 0.57% | 25 |
|
|
2021
Q4 | $3.61M | Hold |
16,859
| – | – | 0.52% | 26 |
|
|
2021
Q3 | $3.07M | Hold |
16,859
| – | – | 0.53% | 27 |
|
|
2021
Q2 | $3.51M | Hold |
16,859
| – | – | 0.61% | 18 |
|
|
2021
Q1 | $2.87M | Hold |
16,859
| – | – | 0.53% | 22 |
|
|
2020
Q4 | $2.84M | Sell |
16,859
-1,300
| -7% | -$219K | 0.53% | 19 |
|
|
2020
Q3 | $3.03M | Sell |
18,159
-400
| -2% | -$66.7K | 0.74% | 10 |
|
|
2020
Q2 | $2.06M | Hold |
18,559
| – | – | 0.61% | 18 |
|
|
2020
Q1 | $1.73M | Hold |
18,559
| – | – | 0.56% | 18 |
|
|
2019
Q4 | $2.17M | Hold |
18,559
| – | – | 0.48% | 26 |
|
|
2019
Q3 | $2.22M | Hold |
18,559
| – | – | 0.51% | 21 |
|
|
2019
Q2 | $1.92M | Hold |
18,559
| – | – | 0.44% | 25 |
|
|
2019
Q1 | $2.07M | Hold |
18,559
| – | – | 0.54% | 22 |
|
|
2018
Q4 | $1.81M | Hold |
18,559
| – | – | 0.53% | 22 |
|
|
2018
Q3 | $2.17M | Hold |
18,559
| – | – | 0.66% | 19 |
|
|
2018
Q2 | $1.97M | Hold |
18,559
| – | – | 0.59% | 20 |
|
|
2018
Q1 | $1.94M | Hold |
18,559
| – | – | 0.64% | 21 |
|
|
2017
Q4 | $2.21M | Hold |
18,559
| – | – | 0.67% | 18 |
|
|
2017
Q3 | $2.23M | Hold |
18,559
| – | – | 0.72% | 16 |
|
|
2017
Q2 | $2.05M | Hold |
18,559
| – | – | 0.73% | 18 |
|
|
2017
Q1 | $1.99M | Buy |
18,559
+2,230
| +14% | +$239K | 0.73% | 19 |
|
|
2016
Q4 | $1.87M | Hold |
16,329
| – | – | 0.61% | 20 |
|
|
2016
Q3 | $1.79M | Hold |
16,329
| – | – | 0.64% | 21 |
|
|
2016
Q2 | $1.76M | Hold |
16,329
| – | – | 0.68% | 21 |
|
|
2016
Q1 | $1.72M | Hold |
16,329
| – | – | 0.75% | 20 |
|
|
2015
Q4 | $1.57M | Hold |
16,329
| – | – | 0.61% | 22 |
|
|
2015
Q3 | $1.61M | Hold |
16,329
| – | – | 0.65% | 19 |
|
|
2015
Q2 | $1.58M | Hold |
16,329
| – | – | 0.59% | 23 |
|
|
2015
Q1 | $1.58M | Buy |
16,329
+304
| +2% | +$29.5K | 0.57% | 27 |
|
|
2014
Q4 | $1.78M | Buy |
16,025
+950
| +6% | +$106K | 0.68% | 22 |
|
|
2014
Q3 | $1.48M | Hold |
15,075
| – | – | 0.71% | 29 |
|
|
2014
Q2 | $1.55M | Sell |
15,075
-4,225
| -22% | -$434K | 0.69% | 31 |
|
|
2014
Q1 | $1.88M | Hold |
19,300
| – | – | 1.05% | 25 |
|
|
2013
Q4 | $2.03M | Hold |
19,300
| – | – | 1.13% | 17 |
|
|
2013
Q3 | $1.76M | Hold |
19,300
| – | – | 1.06% | 27 |
|
|
2013
Q2 | $1.67M | Buy |
+19,300
| New | +$1.67M | 1.19% | 28 |
|