Morningstar Investment Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.22M | Sell |
11,107
-13,578
| -55% | -$1.49M | 0.22% | 90 |
|
|
2024
Q4 | $3.11M | Sell |
24,685
-206,992
| -89% | -$26.1M | 0.28% | 85 |
|
|
2024
Q3 | $31.1M | Sell |
231,677
-9,560
| -4% | -$1.28M | 0.32% | 83 |
|
|
2024
Q2 | $32.8M | Sell |
241,237
-3,450
| -1% | -$469K | 0.36% | 81 |
|
|
2024
Q1 | $36.1M | Sell |
244,687
-258,574
| -51% | -$38.1M | 0.4% | 68 |
|
|
2023
Q4 | $79.2M | Buy |
503,261
+250,263
| +99% | +$39.4M | 0.45% | 59 |
|
|
2023
Q3 | $39.3M | Sell |
252,998
-3,210
| -1% | -$499K | 0.5% | 52 |
|
|
2023
Q2 | $45.1M | Sell |
256,208
-2,478
| -1% | -$436K | 0.58% | 50 |
|
|
2023
Q1 | $49.4M | Buy |
258,686
+11,610
| +5% | +$2.22M | 0.66% | 41 |
|
|
2022
Q4 | $43.7M | Buy |
247,076
+2,567
| +1% | +$454K | 0.6% | 48 |
|
|
2022
Q3 | $40.7M | Buy |
244,509
+6,825
| +3% | +$1.14M | 0.58% | 45 |
|
|
2022
Q2 | $43M | Buy |
237,684
+13,357
| +6% | +$2.42M | 0.58% | 43 |
|
|
2022
Q1 | $49.5M | Buy |
224,327
+7,049
| +3% | +$1.56M | 0.55% | 44 |
|
|
2021
Q4 | $46.6M | Sell |
217,278
-607
| -0.3% | -$130K | 0.52% | 48 |
|
|
2021
Q3 | $40.3M | Buy |
217,885
+2,595
| +1% | +$480K | 0.48% | 52 |
|
|
2021
Q2 | $44.7M | Sell |
215,290
-985
| -0.5% | -$204K | 0.54% | 50 |
|
|
2021
Q1 | $36.5M | Sell |
216,275
-8,731
| -4% | -$1.47M | 0.48% | 60 |
|
|
2020
Q4 | $37.9M | Sell |
225,006
-10,750
| -5% | -$1.81M | 0.53% | 52 |
|
|
2020
Q3 | $39.7M | Sell |
235,756
-32,387
| -12% | -$5.46M | 0.62% | 44 |
|
|
2020
Q2 | $29.4M | Sell |
268,143
-9,072
| -3% | -$993K | 0.48% | 58 |
|
|
2020
Q1 | $27.1M | Buy |
277,215
+3,758
| +1% | +$368K | 0.49% | 54 |
|
|
2019
Q4 | $32M | Buy |
273,457
+440
| +0.2% | +$51.5K | 0.5% | 63 |
|
|
2019
Q3 | $32.7M | Sell |
273,017
-2,867
| -1% | -$343K | 0.55% | 58 |
|
|
2019
Q2 | $28.5M | Buy |
275,884
+1,138
| +0.4% | +$118K | 0.47% | 71 |
|
|
2019
Q1 | $30.7M | Sell |
274,746
-4,647
| -2% | -$519K | 0.53% | 66 |
|
|
2018
Q4 | $27.2M | Buy |
279,393
+87,294
| +45% | +$8.51M | 0.53% | 65 |
|
|
2018
Q3 | $22.4M | Sell |
192,099
-14,119
| -7% | -$1.65M | 0.4% | 74 |
|
|
2018
Q2 | $21.9M | Sell |
206,218
-48,614
| -19% | -$5.16M | 0.41% | 74 |
|
|
2018
Q1 | $26.7M | Sell |
254,832
-52,643
| -17% | -$5.51M | 0.52% | 64 |
|
|
2017
Q4 | $36.6M | Sell |
307,475
-22,525
| -7% | -$2.68M | 0.74% | 51 |
|
|
2017
Q3 | $39.6M | Sell |
330,000
-12,666
| -4% | -$1.52M | 0.86% | 42 |
|
|
2017
Q2 | $37.9M | Buy |
342,666
+8,352
| +2% | +$924K | 0.88% | 43 |
|
|
2017
Q1 | $35.9M | Buy |
334,314
+3,286
| +1% | +$353K | 0.9% | 40 |
|
|
2016
Q4 | $37.9M | Buy |
331,028
+18,396
| +6% | +$2.11M | 1.24% | 28 |
|
|
2016
Q3 | $34.2M | Buy |
312,632
+41,125
| +15% | +$4.5M | 0.99% | 34 |
|
|
2016
Q2 | $29.4M | Buy |
271,507
+38,490
| +17% | +$4.17M | 0.93% | 31 |
|
|
2016
Q1 | $24.6M | Buy |
233,017
+28,777
| +14% | +$3.04M | 0.85% | 34 |
|
|
2015
Q4 | $19.7M | Buy |
204,240
+8,904
| +5% | +$857K | 0.78% | 37 |
|
|
2015
Q3 | $19.3M | Buy |
195,336
+2,955
| +2% | +$292K | 0.82% | 36 |
|
|
2015
Q2 | $18.6M | Buy |
192,381
+13,066
| +7% | +$1.27M | 0.79% | 39 |
|
|
2015
Q1 | $17.4M | Buy |
179,315
+12,619
| +8% | +$1.22M | 0.76% | 42 |
|
|
2014
Q4 | $18.5M | Buy |
166,696
+13,821
| +9% | +$1.54M | 0.87% | 33 |
|
|
2014
Q3 | $15M | Buy |
152,875
+10,560
| +7% | +$1.04M | 0.77% | 37 |
|
|
2014
Q2 | $14.6M | Buy |
142,315
+9,921
| +7% | +$1.02M | 0.85% | 32 |
|
|
2014
Q1 | $12.9M | Buy |
+132,394
| New | +$12.9M | 0.88% | 30 |
|
|
2013
Q4 | – | Sell |
-112,022
| Closed | -$10.2M | – | 206 |
|
|
2013
Q3 | $10.2M | Buy |
112,022
+14,557
| +15% | +$1.33M | 0.89% | 30 |
|
|
2013
Q2 | $8.43M | Buy |
+97,465
| New | +$8.43M | 0.88% | 26 |
|