Neo Ivy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,992
| Closed | -$3.69M | – | 401 |
|
|
2024
Q2 | $3.69M | Buy |
+26,992
| New | +$3.69M | 0.72% | 41 |
|
|
2022
Q4 | $171K | Buy |
984
+704
| +251% | +$122K | 0.12% | 236 |
|
|
2022
Q3 | $45K | Buy |
+280
| New | +$45K | 0.12% | 233 |
|
|
2022
Q2 | – | Sell |
-2,138
| Closed | -$458K | – | 622 |
|
|
2022
Q1 | $458K | Buy |
2,138
+615
| +40% | +$132K | 0.41% | 81 |
|
|
2021
Q4 | $326K | Buy |
+1,523
| New | +$326K | 0.47% | 71 |
|
|
2021
Q2 | – | Sell |
-1,856
| Closed | -$316K | – | 621 |
|
|
2021
Q1 | $316K | Buy |
1,856
+420
| +29% | +$71.5K | 0.35% | 100 |
|
|
2020
Q4 | $242K | Buy |
+1,436
| New | +$242K | 0.27% | 131 |
|
|
2020
Q1 | – | Sell |
-6,006
| Closed | -$703K | – | 551 |
|
|
2019
Q4 | $703K | Buy |
+6,006
| New | +$703K | 0.81% | 4 |
|