Opus 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 | $2.69M | Hold |
26,600
| – | – | 1.78% | 17 |
|
|
2025
Q1 | $2.93M | Hold |
26,600
| – | – | 2.09% | 17 |
|
|
2024
Q4 | $3.35M | Hold |
26,600
| – | – | 2.48% | 17 |
|
|
2024
Q3 | $3.63M | Hold |
26,600
| – | – | 2.55% | 17 |
|
|
2024
Q2 | $3.64M | Hold |
26,600
| – | – | 2.35% | 19 |
|
|
2024
Q1 | $3.95M | Hold |
26,600
| – | – | 2.58% | 19 |
|
|
2023
Q4 | $4.18M | Hold |
26,600
| – | – | 2.4% | 18 |
|
|
2023
Q3 | $4.15M | Hold |
26,600
| – | – | 2.55% | 14 |
|
|
2023
Q2 | $4.77M | Hold |
26,600
| – | – | 1.71% | 17 |
|
|
2023
Q1 | $5.16M | Hold |
26,600
| – | – | 1.86% | 15 |
|
|
2022
Q4 | $4.62M | Sell |
26,600
-5,800
| -18% | -$1.01M | 1.65% | 20 |
|
|
2022
Q3 | $5.23M | Hold |
32,400
| – | – | 1.22% | 18 |
|
|
2022
Q2 | $5.91M | Hold |
32,400
| – | – | 1.28% | 16 |
|
|
2022
Q1 | $6.95M | Hold |
32,400
| – | – | 1.07% | 16 |
|
|
2021
Q4 | $6.95M | Hold |
32,400
| – | – | 0.99% | 18 |
|
|
2021
Q3 | $5.9M | Hold |
32,400
| – | – | 0.9% | 24 |
|
|
2021
Q2 | $6.74M | Hold |
32,400
| – | – | 1.01% | 17 |
|
|
2021
Q1 | $5.51M | Hold |
32,400
| – | – | 0.81% | 35 |
|
|
2020
Q4 | $5.46M | Sell |
32,400
-2,800
| -8% | -$472K | 0.85% | 34 |
|
|
2020
Q3 | $5.87M | Hold |
35,200
| – | – | 1.11% | 22 |
|
|
2020
Q2 | $3.91M | Hold |
35,200
| – | – | 0.79% | 40 |
|
|
2020
Q1 | $3.29M | Buy |
35,200
+2,900
| +9% | +$271K | 0.69% | 41 |
|
|
2019
Q4 | $3.78M | Hold |
32,300
| – | – | 0.62% | 49 |
|
|
2019
Q3 | $3.87M | Hold |
32,300
| – | – | 0.67% | 42 |
|
|
2019
Q2 | $3.34M | Buy |
32,300
+23,100
| +251% | +$2.39M | 0.63% | 48 |
|
|
2019
Q1 | $1.03M | Buy |
+9,200
| New | +$1.03M | 0.2% | 79 |
|