Richard C. Young & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,490
| Closed | -$222K | – | 82 |
|
|
2024
Q1 | $222K | Sell |
1,490
-79,749
| -98% | -$12.1M | 0.03% | 71 |
|
|
2023
Q4 | $12.8M | Sell |
81,239
-1,032
| -1% | -$156K | 1.71% | 25 |
|
|
2023
Q3 | $12.8M | Sell |
82,271
-169
| -0.2% | -$29.2K | 1.83% | 22 |
|
|
2023
Q2 | $14.8M | Sell |
82,440
-344
| -0.4% | -$61.1K | 2.03% | 17 |
|
|
2023
Q1 | $16.1M | Sell |
82,784
-606
| -0.7% | -$111K | 2.21% | 13 |
|
|
2022
Q4 | $14.5M | Buy |
83,390
+446
| +0.5% | +$77.2K | 1.93% | 20 |
|
|
2022
Q3 | $13.4M | Buy |
82,944
+204
| +0.2% | +$38.6K | 2.05% | 16 |
|
|
2022
Q2 | $15.1M | Sell |
82,740
-207
| -0.2% | -$37.8K | 1.96% | 16 |
|
|
2022
Q1 | $17.8M | Sell |
82,947
-285
| -0.3% | -$60.6K | 2.27% | 12 |
|
|
2021
Q4 | $17.8M | Buy |
83,232
+188
| +0.2% | +$38.2K | 2.25% | 13 |
|
|
2021
Q3 | $15.1M | Sell |
83,044
-462
| -0.6% | -$91.2K | 2.08% | 14 |
|
|
2021
Q2 | $17.4M | Buy |
83,506
+1,617
| +2% | +$324K | 2.21% | 13 |
|
|
2021
Q1 | $13.9M | Buy |
81,889
+3,570
| +5% | +$577K | 1.85% | 18 |
|
|
2020
Q4 | $13.2M | Sell |
78,319
-38,088
| -33% | -$6.43M | 2.01% | 16 |
|
|
2020
Q3 | $19.4M | Buy |
116,407
+1,203
| +1% | +$175K | 3.13% | 4 |
|
|
2020
Q2 | $12.8M | Buy |
115,204
+715
| +0.6% | +$71.4K | 2.13% | 14 |
|
|
2020
Q1 | $10.7M | Buy |
114,489
+2,583
| +2% | +$268K | 2.07% | 17 |
|
|
2019
Q4 | $13.1M | Buy |
111,906
+1,903
| +2% | +$225K | 2.18% | 14 |
|
|
2019
Q3 | $13.2M | Buy |
110,003
+1,652
| +2% | +$189K | 2.37% | 13 |
|
|
2019
Q2 | $11.2M | Buy |
108,351
+1,233
| +1% | +$128K | 2.12% | 14 |
|
|
2019
Q1 | $12M | Buy |
107,118
+1,814
| +2% | +$192K | 2.28% | 13 |
|
|
2018
Q4 | $10.3M | Sell |
105,304
-538
| -0.5% | -$58.3K | 2.19% | 14 |
|
|
2018
Q3 | $12.4M | Buy |
105,842
+212
| +0.2% | +$25K | 2.35% | 14 |
|
|
2018
Q2 | $11.2M | Sell |
105,630
-1,393
| -1% | -$156K | 2.26% | 15 |
|
|
2018
Q1 | $11.2M | Buy |
107,023
+603
| +0.6% | +$69.7K | 2.23% | 15 |
|
|
2017
Q4 | $12.7M | Buy |
106,420
+1,444
| +1% | +$170K | 2.39% | 11 |
|
|
2017
Q3 | $12.6M | Buy |
104,976
+1,243
| +1% | +$141K | 2.39% | 14 |
|
|
2017
Q2 | $11.5M | Buy |
103,733
+1,554
| +2% | +$166K | 2.25% | 13 |
|
|
2017
Q1 | $11M | Buy |
102,179
+2,809
| +3% | +$307K | 2.17% | 17 |
|
|
2016
Q4 | $11.4M | Buy |
99,370
+1,215
| +1% | +$137K | 2.4% | 13 |
|
|
2016
Q3 | $10.7M | Sell |
98,155
-716
| -0.7% | -$78.2K | 2.32% | 10 |
|
|
2016
Q2 | $10.7M | Sell |
98,871
-1,298
| -1% | -$135K | 2.36% | 12 |
|
|
2016
Q1 | $10.6M | Sell |
100,169
-1,601
| -2% | -$156K | 2.38% | 9 |
|
|
2015
Q4 | $9.79M | Buy |
101,770
+1,483
| +1% | +$151K | 2.23% | 13 |
|
|
2015
Q3 | $9.9M | Sell |
100,287
-1,752
| -2% | -$173K | 2.45% | 7 |
|
|
2015
Q2 | $9.89M | Sell |
102,039
-584
| -0.6% | -$58K | 2.23% | 10 |
|
|
2015
Q1 | $9.95M | Buy |
102,623
+772
| +0.8% | +$79.2K | 2.17% | 12 |
|
|
2014
Q4 | $11.3M | Buy |
101,851
+1,375
| +1% | +$145K | 2.39% | 7 |
|
|
2014
Q3 | $9.88M | Buy |
100,476
+452
| +0.5% | +$44.9K | 2.11% | 11 |
|
|
2014
Q2 | $10.3M | Buy |
100,024
+2,531
| +3% | +$254K | 2.08% | 10 |
|
|
2014
Q1 | $9.49M | Buy |
97,493
+1,769
| +2% | +$172K | 2.02% | 13 |
|
|
2013
Q4 | $10.1M | Sell |
95,724
-1,506
| -2% | -$148K | 2.18% | 11 |
|
|
2013
Q3 | $8.88M | Buy |
97,230
+428
| +0.4% | +$37.6K | 2.01% | 13 |
|
|
2013
Q2 | $8.37M | Buy |
+96,802
| New | +$8.3M | 2.08% | 12 |
|
Other funds holding UPS
Richard C. Young & Co's UPS Position: Q2 2024 in Review
Richard C. Young & Co sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,490 shares — an estimated $222K sold.
Richard C. Young & Co first reported a position in UPS in Q2 2013 and held it in 44 quarters. The position peaked at $19.4M in Q3 2020. 2,174 funds tracked by Wall St. Rank hold UPS as of Q2 2024.
- Richard C. Young & Co reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
- Richard C. Young & Co sold 1,490 United Parcel Service shares in Q2 2024, an estimated $222K.
- Richard C. Young & Co first reported a position in United Parcel Service in Q2 2013 and held it in 44 quarters.
- Richard C. Young & Co's United Parcel Service position peaked at $19.4M in Q3 2020.
- 2,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.
Based on Richard C. Young & Co's 13F filing for Q2 2024, filed 8 Aug 2024.