Principal Financial Group’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 | $80M | Sell |
792,817
-24,123
| -3% | -$2.43M | 0.04% | 338 |
|
|
2025
Q1 | $89.9M | Sell |
816,940
-4,841
| -0.6% | -$532K | 0.05% | 296 |
|
|
2024
Q4 | $104M | Sell |
821,781
-7,499
| -0.9% | -$946K | 0.06% | 268 |
|
|
2024
Q3 | $113M | Buy |
829,280
+33,989
| +4% | +$4.63M | 0.06% | 263 |
|
|
2024
Q2 | $109M | Sell |
795,291
-65,749
| -8% | -$9M | 0.06% | 244 |
|
|
2024
Q1 | $128M | Sell |
861,040
-5,029
| -0.6% | -$747K | 0.08% | 227 |
|
|
2023
Q4 | $136M | Sell |
866,069
-8,405
| -1% | -$1.32M | 0.09% | 197 |
|
|
2023
Q3 | $136M | Sell |
874,474
-4,120
| -0.5% | -$642K | 0.1% | 186 |
|
|
2023
Q2 | $157M | Buy |
878,594
+10,682
| +1% | +$1.91M | 0.11% | 181 |
|
|
2023
Q1 | $168M | Buy |
867,912
+5,874
| +0.7% | +$1.14M | 0.12% | 172 |
|
|
2022
Q4 | $150M | Sell |
862,038
-23,207
| -3% | -$4.03M | 0.11% | 189 |
|
|
2022
Q3 | $143M | Sell |
885,245
-67,513
| -7% | -$10.9M | 0.11% | 188 |
|
|
2022
Q2 | $174M | Buy |
952,758
+23,338
| +3% | +$4.26M | 0.13% | 169 |
|
|
2022
Q1 | $199M | Sell |
929,420
-7,787
| -0.8% | -$1.67M | 0.13% | 177 |
|
|
2021
Q4 | $201M | Buy |
937,207
+25,454
| +3% | +$5.46M | 0.12% | 178 |
|
|
2021
Q3 | $166M | Sell |
911,753
-8,018
| -0.9% | -$1.46M | 0.11% | 194 |
|
|
2021
Q2 | $191M | Buy |
919,771
+43,437
| +5% | +$9.03M | 0.12% | 177 |
|
|
2021
Q1 | $149M | Sell |
876,334
-68,764
| -7% | -$11.7M | 0.1% | 200 |
|
|
2020
Q4 | $159M | Sell |
945,098
-41,772
| -4% | -$7.03M | 0.12% | 182 |
|
|
2020
Q3 | $164M | Sell |
986,870
-58,023
| -6% | -$9.67M | 0.14% | 169 |
|
|
2020
Q2 | $116M | Buy |
1,044,893
+52,070
| +5% | +$5.79M | 0.1% | 208 |
|
|
2020
Q1 | $92.8M | Sell |
992,823
-13,729
| -1% | -$1.28M | 0.1% | 218 |
|
|
2019
Q4 | $118M | Sell |
1,006,552
-5,675
| -0.6% | -$664K | 0.1% | 236 |
|
|
2019
Q3 | $121M | Sell |
1,012,227
-4,470
| -0.4% | -$536K | 0.11% | 220 |
|
|
2019
Q2 | $105M | Buy |
1,016,697
+4,267
| +0.4% | +$441K | 0.09% | 241 |
|
|
2019
Q1 | $113M | Sell |
1,012,430
-5,424
| -0.5% | -$606K | 0.11% | 222 |
|
|
2018
Q4 | $99.3M | Sell |
1,017,854
-264,527
| -21% | -$25.8M | 0.11% | 224 |
|
|
2018
Q3 | $150M | Buy |
1,282,381
+23,641
| +2% | +$2.76M | 0.13% | 191 |
|
|
2018
Q2 | $134M | Sell |
1,258,740
-48,232
| -4% | -$5.12M | 0.12% | 202 |
|
|
2018
Q1 | $137M | Sell |
1,306,972
-22,577
| -2% | -$2.36M | 0.13% | 200 |
|
|
2017
Q4 | $158M | Buy |
1,329,549
+36,612
| +3% | +$4.36M | 0.15% | 182 |
|
|
2017
Q3 | $155M | Sell |
1,292,937
-128,262
| -9% | -$15.4M | 0.15% | 171 |
|
|
2017
Q2 | $157M | Buy |
1,421,199
+395,281
| +39% | +$43.7M | 0.16% | 160 |
|
|
2017
Q1 | $110M | Buy |
1,025,918
+31,304
| +3% | +$3.36M | 0.13% | 171 |
|
|
2016
Q4 | $114M | Sell |
994,614
-18,813
| -2% | -$2.16M | 0.14% | 159 |
|
|
2016
Q3 | $111M | Buy |
1,013,427
+21,274
| +2% | +$2.33M | 0.15% | 155 |
|
|
2016
Q2 | $107M | Sell |
992,153
-20,144
| -2% | -$2.17M | 0.15% | 162 |
|
|
2016
Q1 | $107M | Buy |
1,012,297
+68,369
| +7% | +$7.21M | 0.16% | 153 |
|
|
2015
Q4 | $90.8M | Buy |
943,928
+15,391
| +2% | +$1.48M | 0.14% | 180 |
|
|
2015
Q3 | $91.6M | Buy |
928,537
+1,204
| +0.1% | +$119K | 0.14% | 181 |
|
|
2015
Q2 | $89.9M | Sell |
927,333
-31,080
| -3% | -$3.01M | 0.13% | 195 |
|
|
2015
Q1 | $92.9M | Buy |
958,413
+21,875
| +2% | +$2.12M | 0.14% | 191 |
|
|
2014
Q4 | $104M | Sell |
936,538
-41,165
| -4% | -$4.58M | 0.16% | 177 |
|
|
2014
Q3 | $96.1M | Sell |
977,703
-113,222
| -10% | -$11.1M | 0.16% | 170 |
|
|
2014
Q2 | $112M | Buy |
1,090,925
+33,494
| +3% | +$3.44M | 0.19% | 142 |
|
|
2014
Q1 | $103M | Buy |
1,057,431
+206,017
| +24% | +$20.1M | 0.18% | 145 |
|
|
2013
Q4 | $89.5M | Sell |
851,414
-2,925
| -0.3% | -$307K | 0.17% | 162 |
|
|
2013
Q3 | $78.1M | Buy |
854,339
+25,502
| +3% | +$2.33M | 0.16% | 171 |
|
|
2013
Q2 | $71.7M | Buy |
+828,837
| New | +$71.7M | 0.16% | 174 |
|