Richard Bernstein Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.84M | Hold |
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|
2024
Q3 | $1.99M | Hold |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $2.17M | Hold |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $2.21M | Hold |
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|
2023
Q1 | $2.4M | Hold |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $6.02M | Sell |
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|
2022
Q2 | $7.83M | Hold |
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|
2022
Q1 | $9.2M | Hold |
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|
2021
Q4 | $9.19M | Hold |
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|
2021
Q3 | $7.81M | Buy |
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|
2021
Q2 | $8.42M | Hold |
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|
2021
Q1 | $6.88M | Hold |
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|
2020
Q4 | $6.82M | Sell |
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|
2020
Q3 | $8.34M | Hold |
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|
2020
Q2 | $5.56M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.75M | Sell |
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|
2018
Q3 | $5.56M | Hold |
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|
2018
Q2 | $5.06M | Buy |
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|
2018
Q1 | $4.82M | Hold |
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|
2017
Q4 | $5.48M | Buy |
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|
2017
Q3 | $5.11M | Hold |
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|
2017
Q2 | $4.7M | Sell |
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|
2017
Q1 | $5.44M | Hold |
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|
2016
Q4 | $5.82M | Hold |
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|
2016
Q3 | $5.55M | Hold |
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|
2016
Q2 | $5.46M | Hold |
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|
2016
Q1 | $5.35M | Buy |
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|
2015
Q4 | $4.11M | Hold |
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|
2015
Q3 | $4.22M | Hold |
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|
2015
Q2 | $4.14M | Sell |
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|
2015
Q1 | $6.43M | Hold |
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|
2014
Q4 | $7.37M | Hold |
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|
2014
Q3 | $6.52M | Hold |
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|
2014
Q2 | $6.81M | Hold |
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|
2014
Q1 | $6.46M | Buy |
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|
2013
Q4 | $5.38M | Buy |
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|
2013
Q3 | $3.51M | Hold |
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|
2013
Q2 | $3.32M | Buy |
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