Pettee Investors’s United Parcel Service UPS Stock Holding History

Pettee Investors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Hold	4,020	–	–	0.24%	81
2025 Q1	$442K	Sell	4,020 -250	-6%	-$27.5K	0.26%	80
2024 Q4	$538K	Sell	4,270 -70	-2%	-$8.83K	0.27%	86
2024 Q3	$592K	Hold	4,340	–	–	0.29%	78
2024 Q2	$594K	Sell	4,340 -460	-10%	-$63K	0.29%	83
2024 Q1	$713K	Hold	4,800	–	–	0.3%	82
2023 Q4	$755K	Buy	4,800 +20	+0.4%	+$3.15K	0.33%	80
2023 Q3	$745K	Hold	4,780	–	–	0.35%	78
2023 Q2	$857K	Sell	4,780 -60	-1%	-$10.8K	0.39%	71
2023 Q1	$939K	Hold	4,840	–	–	0.45%	68
2022 Q4	$841K	Hold	4,840	–	–	0.41%	68
2022 Q3	$782K	Hold	4,840	–	–	0.42%	71
2022 Q2	$883K	Hold	4,840	–	–	0.44%	69
2022 Q1	$1.04M	Hold	4,840	–	–	0.46%	71
2021 Q4	$1.04M	Hold	4,840	–	–	0.43%	73
2021 Q3	$881K	Buy	4,840 +50	+1%	+$9.1K	0.41%	76
2021 Q2	$996K	Sell	4,790 -30	-0.6%	-$6.24K	0.47%	67
2021 Q1	$819K	Hold	4,820	–	–	0.4%	70
2020 Q4	$812K	Hold	4,820	–	–	0.43%	69
2020 Q3	$803K	Sell	4,820 -100	-2%	-$16.7K	0.46%	61
2020 Q2	$547K	Buy	4,920 +720	+17%	+$80K	0.34%	70
2020 Q1	$392K	Sell	4,200 -170	-4%	-$15.9K	0.28%	83
2019 Q4	$512K	Buy	4,370 +1,320	+43%	+$155K	0.29%	84
2019 Q3	$365K	Buy	3,050 +500	+20%	+$59.8K	0.23%	99
2019 Q2	$263K	Buy	2,550 +200	+9%	+$20.6K	0.17%	109
2019 Q1	$263K	Hold	2,350	–	–	0.17%	107
2018 Q4	$229K	Sell	2,350 -50	-2%	-$4.87K	0.16%	103
2018 Q3	$280K	Hold	2,400	–	–	0.17%	105
2018 Q2	$255K	Hold	2,400	–	–	0.16%	106
2018 Q1	$251K	Hold	2,400	–	–	0.16%	108
2017 Q4	$286K	Hold	2,400	–	–	0.17%	106
2017 Q3	$288K	Hold	2,400	–	–	0.19%	106
2017 Q2	$265K	Sell	2,400 -950	-28%	-$105K	0.24%	54
2017 Q1	$359K	Hold	3,350	–	–	0.32%	49
2016 Q4	$384K	Hold	3,350	–	–	0.37%	46
2016 Q3	$366K	Sell	3,350 -25	-0.7%	-$2.73K	0.35%	48
2016 Q2	$364K	Sell	3,375 -500	-13%	-$53.9K	0.35%	47
2016 Q1	$409K	Hold	3,875	–	–	0.42%	43
2015 Q4	$373K	Hold	3,875	–	–	0.36%	44
2015 Q3	$382K	Buy	3,875 +1,250	+48%	+$123K	0.4%	43
2015 Q2	$254K	Hold	2,625	–	–	0.25%	53
2015 Q1	$254K	Hold	2,625	–	–	0.25%	52
2014 Q4	$292K	Hold	2,625	–	–	0.28%	50
2014 Q3	$258K	Hold	2,625	–	–	0.25%	50
2014 Q2	$269K	Hold	2,625	–	–	0.24%	51
2014 Q1	$256K	Hold	2,625	–	–	0.24%	50
2013 Q4	$276K	Buy	+2,625	New	+$276K	0.26%	48