Mogy Joel R Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$538K | – | 114 |
|
|
2023
Q2 | $538K | Hold |
3,000
| – | – | 0.04% | 88 |
|
|
2023
Q1 | $582K | Hold |
3,000
| – | – | 0.05% | 85 |
|
|
2022
Q4 | $522K | Hold |
3,000
| – | – | 0.05% | 84 |
|
|
2022
Q3 | $485K | Hold |
3,000
| – | – | 0.05% | 83 |
|
|
2022
Q2 | $548K | Hold |
3,000
| – | – | 0.05% | 84 |
|
|
2022
Q1 | $643K | Sell |
3,000
-1
| -0% | -$212 | 0.05% | 85 |
|
|
2021
Q4 | $643K | Buy |
3,001
+1
| +0% | +$203 | 0.05% | 87 |
|
|
2021
Q3 | $546K | Hold |
3,000
| – | – | 0.04% | 87 |
|
|
2021
Q2 | $624K | Hold |
3,000
| – | – | 0.05% | 86 |
|
|
2021
Q1 | $510K | Hold |
3,000
| – | – | 0.05% | 88 |
|
|
2020
Q4 | $505K | Hold |
3,000
| – | – | 0.05% | 89 |
|
|
2020
Q3 | $500K | Hold |
3,000
| – | – | 0.05% | 87 |
|
|
2020
Q2 | $334K | Hold |
3,000
| – | – | 0.04% | 93 |
|
|
2020
Q1 | $280K | Hold |
3,000
| – | – | 0.04% | 95 |
|
|
2019
Q4 | $351K | Hold |
3,000
| – | – | 0.04% | 97 |
|
|
2019
Q3 | $359K | Hold |
3,000
| – | – | 0.05% | 96 |
|
|
2019
Q2 | $310K | Hold |
3,000
| – | – | 0.04% | 99 |
|
|
2019
Q1 | $335K | Hold |
3,000
| – | – | 0.05% | 97 |
|
|
2018
Q4 | $293K | Hold |
3,000
| – | – | 0.05% | 99 |
|
|
2018
Q3 | $350K | Hold |
3,000
| – | – | 0.05% | 100 |
|
|
2018
Q2 | $319K | Hold |
3,000
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $314K | Hold |
3,000
| – | – | 0.05% | 105 |
|
|
2017
Q4 | $357K | Hold |
3,000
| – | – | 0.06% | 103 |
|
|
2017
Q3 | $360K | Hold |
3,000
| – | – | 0.06% | 103 |
|
|
2017
Q2 | $332K | Hold |
3,000
| – | – | 0.06% | 107 |
|
|
2017
Q1 | $322K | Hold |
3,000
| – | – | 0.06% | 104 |
|
|
2016
Q4 | $344K | Hold |
3,000
| – | – | 0.06% | 106 |
|
|
2016
Q3 | $328K | Hold |
3,000
| – | – | 0.06% | 106 |
|
|
2016
Q2 | $323K | Hold |
3,000
| – | – | 0.06% | 109 |
|
|
2016
Q1 | $316K | Buy |
3,000
+2,700
| +900% | +$262K | 0.06% | 109 |
|
|
2015
Q4 | $289 | Sell |
300
-2,700
| -90% | -$276K | 0.05% | 114 |
|
|
2015
Q3 | $296K | Sell |
3,000
-41
| -1% | -$4.05K | 0.06% | 115 |
|
|
2015
Q2 | $295K | Buy |
3,041
+41
| +1% | +$4.07K | 0.06% | 124 |
|
|
2015
Q1 | $291K | Hold |
3,000
| – | – | 0.05% | 129 |
|
|
2014
Q4 | $334K | Hold |
3,000
| – | – | 0.06% | 124 |
|
|
2014
Q3 | $295K | Hold |
3,000
| – | – | 0.06% | 133 |
|
|
2014
Q2 | $308K | Hold |
3,000
| – | – | 0.06% | 128 |
|
|
2014
Q1 | $292K | Hold |
3,000
| – | – | 0.06% | 130 |
|
|
2013
Q4 | $315K | Hold |
3,000
| – | – | 0.07% | 127 |
|
|
2013
Q3 | $274K | Hold |
3,000
| – | – | 0.06% | 129 |
|
|
2013
Q2 | $259K | Buy |
+3,000
| New | +$257K | 0.06% | 130 |
|
Other funds holding UPS
Mogy Joel R Investment Counsel's UPS Position: Q3 2023 in Review
Mogy Joel R Investment Counsel sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 3,000 shares — an estimated $538K sold.
Mogy Joel R Investment Counsel first reported a position in UPS in Q2 2013 and held it in 41 quarters. The position peaked at $643K in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.
- Mogy Joel R Investment Counsel reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
- Mogy Joel R Investment Counsel sold 3,000 United Parcel Service shares in Q3 2023, an estimated $538K.
- Mogy Joel R Investment Counsel first reported a position in United Parcel Service in Q2 2013 and held it in 41 quarters.
- Mogy Joel R Investment Counsel's United Parcel Service position peaked at $643K in Q1 2022.
- 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.
Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2023, filed 1 Nov 2023.