S&CO Inc’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 | – | Sell |
-2,270
| Closed | -$249K | – | 228 |
|
|
2025
Q1 | $249K | Sell |
2,270
-1,000
| -31% | -$120K | 0.02% | 203 |
|
|
2024
Q4 | $412K | Hold |
3,270
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $445K | Hold |
3,270
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $447K | Sell |
3,270
-500
| -13% | -$71.6K | 0.03% | 176 |
|
|
2024
Q1 | $560K | Hold |
3,770
| – | – | 0.04% | 167 |
|
|
2023
Q4 | $592K | Hold |
3,770
| – | – | 0.05% | 143 |
|
|
2023
Q3 | $587K | Hold |
3,770
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $675K | Sell |
3,770
-25
| -0.7% | -$4.44K | 0.05% | 127 |
|
|
2023
Q1 | $736K | Sell |
3,795
-335
| -8% | -$61.5K | 0.06% | 125 |
|
|
2022
Q4 | $717K | Sell |
4,130
-20
| -0.5% | -$3.46K | 0.06% | 121 |
|
|
2022
Q3 | $670K | Sell |
4,150
-20
| -0.5% | -$3.79K | 0.06% | 123 |
|
|
2022
Q2 | $761K | Sell |
4,170
-20
| -0.5% | -$3.65K | 0.06% | 125 |
|
|
2022
Q1 | $898K | Hold |
4,190
| – | – | 0.06% | 127 |
|
|
2021
Q4 | $898K | Hold |
4,190
| – | – | 0.06% | 131 |
|
|
2021
Q3 | $762K | Sell |
4,190
-30
| -0.7% | -$5.92K | 0.06% | 138 |
|
|
2021
Q2 | $877K | Hold |
4,220
| – | – | 0.07% | 129 |
|
|
2021
Q1 | $717K | Hold |
4,220
| – | – | 0.06% | 136 |
|
|
2020
Q4 | $711K | Hold |
4,220
| – | – | 0.06% | 134 |
|
|
2020
Q3 | $703K | Hold |
4,220
| – | – | 0.07% | 127 |
|
|
2020
Q2 | $469K | Sell |
4,220
-50
| -1% | -$4.99K | 0.05% | 138 |
|
|
2020
Q1 | $399K | Sell |
4,270
-50
| -1% | -$5.18K | 0.05% | 138 |
|
|
2019
Q4 | $506K | Sell |
4,320
-60
| -1% | -$7.1K | 0.05% | 139 |
|
|
2019
Q3 | $525K | Sell |
4,380
-100
| -2% | -$11.4K | 0.06% | 137 |
|
|
2019
Q2 | $463K | Sell |
4,480
-50
| -1% | -$5.2K | 0.05% | 147 |
|
|
2019
Q1 | $506K | Sell |
4,530
-50
| -1% | -$5.3K | 0.06% | 140 |
|
|
2018
Q4 | $447K | Buy |
4,580
+50
| +1% | +$5.42K | 0.06% | 140 |
|
|
2018
Q3 | $529K | Sell |
4,530
-1,200
| -21% | -$141K | 0.06% | 138 |
|
|
2018
Q2 | $609K | Hold |
5,730
| – | – | 0.07% | 134 |
|
|
2018
Q1 | $600K | Hold |
5,730
| – | – | 0.08% | 124 |
|
|
2017
Q4 | $683K | Hold |
5,730
| – | – | 0.08% | 113 |
|
|
2017
Q3 | $688K | Buy |
5,730
+1,000
| +21% | +$114K | 0.09% | 112 |
|
|
2017
Q2 | $523K | Hold |
4,730
| – | – | 0.07% | 122 |
|
|
2017
Q1 | $508K | Buy |
4,730
+80
| +2% | +$8.74K | 0.07% | 123 |
|
|
2016
Q4 | $533K | Hold |
4,650
| – | – | 0.08% | 115 |
|
|
2016
Q3 | $509K | Sell |
4,650
-1,000
| -18% | -$109K | 0.08% | 115 |
|
|
2016
Q2 | $609K | Buy |
+5,650
| New | +$588K | 0.09% | 108 |
|
Other funds holding UPS
S&CO Inc's UPS Position: Q2 2025 in Review
S&CO Inc sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,270 shares — an estimated $249K sold.
S&CO Inc first reported a position in UPS in Q2 2016 and held it in 36 quarters. The position peaked at $898K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- S&CO Inc reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- S&CO Inc sold 2,270 United Parcel Service shares in Q2 2025, an estimated $249K.
- S&CO Inc first reported a position in United Parcel Service in Q2 2016 and held it in 36 quarters.
- S&CO Inc's United Parcel Service position peaked at $898K in Q1 2022.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on S&CO Inc's 13F filing for Q2 2025, filed 7 Aug 2025.