Pinnacle Associates’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 | $2.66M | Sell |
26,338
-24,220
| -48% | -$2.44M | 0.04% | 341 |
|
|
2025
Q1 | $5.56M | Sell |
50,558
-20,420
| -29% | -$2.25M | 0.08% | 224 |
|
|
2024
Q4 | $8.95M | Sell |
70,978
-33,753
| -32% | -$4.26M | 0.12% | 175 |
|
|
2024
Q3 | $16.5M | Buy |
104,731
+13,473
| +15% | +$2.12M | 0.28% | 98 |
|
|
2024
Q2 | $12.5M | Sell |
91,258
-6,963
| -7% | -$953K | 0.2% | 119 |
|
|
2024
Q1 | $14.6M | Sell |
98,221
-6,510
| -6% | -$968K | 0.23% | 112 |
|
|
2023
Q4 | $16.5M | Sell |
104,731
-8,375
| -7% | -$1.32M | 0.28% | 99 |
|
|
2023
Q3 | $17.6M | Buy |
113,106
+7,386
| +7% | +$1.15M | 0.33% | 86 |
|
|
2023
Q2 | $19M | Buy |
105,720
+16,595
| +19% | +$2.97M | 0.33% | 86 |
|
|
2023
Q1 | $17.3M | Sell |
89,125
-494
| -0.6% | -$95.8K | 0.35% | 80 |
|
|
2022
Q4 | $15.6M | Sell |
89,619
-1,674
| -2% | -$291K | 0.34% | 83 |
|
|
2022
Q3 | $14.7M | Sell |
91,293
-8,072
| -8% | -$1.3M | 0.34% | 86 |
|
|
2022
Q2 | $18.1M | Sell |
99,365
-3,492
| -3% | -$637K | 0.4% | 70 |
|
|
2022
Q1 | $22.1M | Buy |
102,857
+2,572
| +3% | +$552K | 0.39% | 70 |
|
|
2021
Q4 | $21.5M | Buy |
100,285
+479
| +0.5% | +$103K | 0.37% | 76 |
|
|
2021
Q3 | $18.2M | Buy |
99,806
+17,555
| +21% | +$3.2M | 0.34% | 86 |
|
|
2021
Q2 | $17.1M | Sell |
82,251
-11,322
| -12% | -$2.35M | 0.31% | 96 |
|
|
2021
Q1 | $15.9M | Sell |
93,573
-133
| -0.1% | -$22.6K | 0.3% | 97 |
|
|
2020
Q4 | $15.8M | Buy |
93,706
+33,454
| +56% | +$5.63M | 0.32% | 89 |
|
|
2020
Q3 | $10M | Sell |
60,252
-4,613
| -7% | -$769K | 0.24% | 113 |
|
|
2020
Q2 | $7.21M | Buy |
64,865
+25,091
| +63% | +$2.79M | 0.18% | 138 |
|
|
2020
Q1 | $3.72M | Buy |
39,774
+21,730
| +120% | +$2.03M | 0.11% | 191 |
|
|
2019
Q4 | $2.11M | Buy |
18,044
+1,739
| +11% | +$204K | 0.05% | 299 |
|
|
2019
Q3 | $1.95M | Sell |
16,305
-1,140
| -7% | -$137K | 0.05% | 308 |
|
|
2019
Q2 | $1.8M | Buy |
17,445
+276
| +2% | +$28.5K | 0.04% | 321 |
|
|
2019
Q1 | $1.92M | Buy |
17,169
+199
| +1% | +$22.2K | 0.04% | 308 |
|
|
2018
Q4 | $1.66M | Buy |
16,970
+148
| +0.9% | +$14.4K | 0.04% | 317 |
|
|
2018
Q3 | $1.96M | Sell |
16,822
-397
| -2% | -$46.4K | 0.04% | 315 |
|
|
2018
Q2 | $1.83M | Buy |
17,219
+115
| +0.7% | +$12.2K | 0.04% | 316 |
|
|
2018
Q1 | $1.79M | Buy |
17,104
+79
| +0.5% | +$8.27K | 0.04% | 319 |
|
|
2017
Q4 | $2.03M | Sell |
17,025
-14,035
| -45% | -$1.67M | 0.04% | 302 |
|
|
2017
Q3 | $3.73M | Sell |
31,060
-7,628
| -20% | -$916K | 0.07% | 240 |
|
|
2017
Q2 | $4.28M | Buy |
38,688
+1,716
| +5% | +$190K | 0.08% | 219 |
|
|
2017
Q1 | $3.97M | Sell |
36,972
-6,183
| -14% | -$663K | 0.08% | 234 |
|
|
2016
Q4 | $4.95M | Sell |
43,155
-553
| -1% | -$63.4K | 0.1% | 197 |
|
|
2016
Q3 | $4.78M | Sell |
43,708
-11,934
| -21% | -$1.31M | 0.1% | 202 |
|
|
2016
Q2 | $5.99M | Buy |
55,642
+1,544
| +3% | +$166K | 0.13% | 169 |
|
|
2016
Q1 | $5.71M | Buy |
54,098
+861
| +2% | +$90.8K | 0.12% | 176 |
|
|
2015
Q4 | $5.12M | Buy |
53,237
+7,656
| +17% | +$737K | 0.11% | 185 |
|
|
2015
Q3 | $4.5M | Buy |
45,581
+502
| +1% | +$49.5K | 0.1% | 200 |
|
|
2015
Q2 | $4.37M | Sell |
45,079
-4,082
| -8% | -$396K | 0.08% | 214 |
|
|
2015
Q1 | $4.77M | Sell |
49,161
-23,650
| -32% | -$2.29M | 0.09% | 201 |
|
|
2014
Q4 | $8.09M | Buy |
72,811
+25,586
| +54% | +$2.84M | 0.16% | 148 |
|
|
2014
Q3 | $4.64M | Sell |
47,225
-174
| -0.4% | -$17.1K | 0.09% | 194 |
|
|
2014
Q2 | $4.87M | Buy |
47,399
+688
| +1% | +$70.6K | 0.1% | 187 |
|
|
2014
Q1 | $4.55M | Sell |
46,711
-2,219
| -5% | -$216K | 0.09% | 186 |
|
|
2013
Q4 | $5.14M | Buy |
48,930
+4,816
| +11% | +$506K | 0.1% | 187 |
|
|
2013
Q3 | $4.03M | Buy |
44,114
+7,492
| +20% | +$685K | 0.08% | 195 |
|
|
2013
Q2 | $3.17M | Buy |
+36,622
| New | +$3.17M | 0.07% | 212 |
|