Nexus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
217,331
+4,950
| +2% | +$500K | 3.28% | 14 |
|
|
2025
Q1 | $33.6M | Buy |
212,381
+1,781
| +0.8% | +$282K | 3.8% | 14 |
|
|
2024
Q4 | $26.6M | Buy |
210,600
+7,545
| +4% | +$951K | 2.66% | 20 |
|
|
2024
Q3 | $27.7M | Buy |
203,055
+1,830
| +0.9% | +$250K | 2.72% | 18 |
|
|
2024
Q2 | $27.5M | Buy |
201,225
+12,505
| +7% | +$1.71M | 2.89% | 17 |
|
|
2024
Q1 | $28M | Buy |
188,720
+18,515
| +11% | +$2.75M | 2.7% | 21 |
|
|
2023
Q4 | $26.8M | Buy |
170,205
+300
| +0.2% | +$47.2K | 2.79% | 18 |
|
|
2023
Q3 | $26.5M | Sell |
169,905
-775
| -0.5% | -$121K | 2.99% | 16 |
|
|
2023
Q2 | $30.6M | Buy |
170,680
+595
| +0.3% | +$107K | 3.33% | 10 |
|
|
2023
Q1 | $33M | Sell |
170,085
-375
| -0.2% | -$72.7K | 3.64% | 8 |
|
|
2022
Q4 | $29.6M | Buy |
170,460
+1,575
| +0.9% | +$274K | 3.35% | 11 |
|
|
2022
Q3 | $27.3M | Buy |
168,885
+1,415
| +0.8% | +$229K | 3.4% | 11 |
|
|
2022
Q2 | $30.6M | Sell |
167,470
-3,035
| -2% | -$554K | 3.51% | 11 |
|
|
2022
Q1 | $36.6M | Sell |
170,505
-1,245
| -0.7% | -$267K | 3.84% | 9 |
|
|
2021
Q4 | $36.8M | Sell |
171,750
-21,290
| -11% | -$4.56M | 3.74% | 11 |
|
|
2021
Q3 | $35.2M | Sell |
193,040
-2,085
| -1% | -$380K | 3.8% | 10 |
|
|
2021
Q2 | $40.6M | Sell |
195,125
-5,570
| -3% | -$1.16M | 4.19% | 6 |
|
|
2021
Q1 | $34.1M | Sell |
200,695
-3,350
| -2% | -$569K | 3.89% | 11 |
|
|
2020
Q4 | $35.1M | Buy |
204,045
+500
| +0.2% | +$86.1K | 4.53% | 5 |
|
|
2020
Q3 | $33.9M | Hold |
203,545
| – | – | 5.14% | 4 |
|
|
2020
Q2 | $22.6M | Buy |
203,545
+2,700
| +1% | +$300K | 3.48% | 14 |
|
|
2020
Q1 | $18.8M | Buy |
200,845
+194,095
| +2,875% | +$18.1M | 3.31% | 15 |
|
|
2019
Q4 | $790K | Buy |
6,750
+4,150
| +160% | +$486K | 0.11% | 46 |
|
|
2019
Q3 | $312K | Sell |
2,600
-3,900
| -60% | -$468K | 0.04% | 59 |
|
|
2019
Q2 | $671K | Hold |
6,500
| – | – | 0.09% | 53 |
|
|
2019
Q1 | $726K | Sell |
6,500
-150
| -2% | -$16.8K | 0.11% | 50 |
|
|
2018
Q4 | $649K | Sell |
6,650
-800
| -11% | -$78.1K | 0.11% | 48 |
|
|
2018
Q3 | $870K | Hold |
7,450
| – | – | 0.12% | 46 |
|
|
2018
Q2 | $791K | Hold |
7,450
| – | – | 0.12% | 48 |
|
|
2018
Q1 | $780K | Hold |
7,450
| – | – | 0.12% | 47 |
|
|
2017
Q4 | $888K | Hold |
7,450
| – | – | 0.13% | 48 |
|
|
2017
Q3 | $895K | Hold |
7,450
| – | – | 0.14% | 46 |
|
|
2017
Q2 | $824K | Buy |
7,450
+1,000
| +16% | +$111K | 0.13% | 45 |
|
|
2017
Q1 | $692K | Sell |
6,450
-1,200
| -16% | -$129K | 0.12% | 51 |
|
|
2016
Q4 | $877K | Hold |
7,650
| – | – | 0.15% | 44 |
|
|
2016
Q3 | $837K | Hold |
7,650
| – | – | 0.15% | 46 |
|
|
2016
Q2 | $824K | Sell |
7,650
-200
| -3% | -$21.5K | 0.16% | 47 |
|
|
2016
Q1 | $828K | Sell |
7,850
-700
| -8% | -$73.8K | 0.16% | 47 |
|
|
2015
Q4 | $823K | Sell |
8,550
-150
| -2% | -$14.4K | 0.17% | 48 |
|
|
2015
Q3 | $859K | Buy |
8,700
+200
| +2% | +$19.7K | 0.18% | 43 |
|
|
2015
Q2 | $824K | Hold |
8,500
| – | – | 0.16% | 44 |
|
|
2015
Q1 | $824K | Hold |
8,500
| – | – | 0.16% | 45 |
|
|
2014
Q4 | $945K | Sell |
8,500
-1,100
| -11% | -$122K | 0.18% | 41 |
|
|
2014
Q3 | $944K | Hold |
9,600
| – | – | 0.18% | 41 |
|
|
2014
Q2 | $986K | Hold |
9,600
| – | – | 0.18% | 44 |
|
|
2014
Q1 | $935K | Sell |
9,600
-120
| -1% | -$11.7K | 0.18% | 43 |
|
|
2013
Q4 | $1.02M | Buy |
9,720
+1,500
| +18% | +$158K | 0.21% | 42 |
|
|
2013
Q3 | $751K | Buy |
8,220
+2,420
| +42% | +$221K | 0.16% | 46 |
|
|
2013
Q2 | $525K | Buy |
+5,800
| New | +$525K | 0.12% | 49 |
|