Sand Hill Global Advisors’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
Q1 | – | Sell |
-32,396
| Closed | -$4.09M | – | 208 |
|
|
2024
Q4 | $4.09M | Sell |
32,396
-5,015
| -13% | -$632K | 0.17% | 72 |
|
|
2024
Q3 | $5.1M | Sell |
37,411
-625
| -2% | -$85.2K | 0.22% | 70 |
|
|
2024
Q2 | $5.21M | Sell |
38,036
-307
| -0.8% | -$42K | 0.24% | 64 |
|
|
2024
Q1 | $5.7M | Sell |
38,343
-1,451
| -4% | -$216K | 0.27% | 60 |
|
|
2023
Q4 | $6.26M | Sell |
39,794
-486
| -1% | -$76.4K | 0.3% | 54 |
|
|
2023
Q3 | $6.28M | Sell |
40,280
-850
| -2% | -$132K | 0.35% | 48 |
|
|
2023
Q2 | $7.37M | Sell |
41,130
-181
| -0.4% | -$32.4K | 0.37% | 46 |
|
|
2023
Q1 | $8.01M | Sell |
41,311
-159
| -0.4% | -$30.8K | 0.43% | 39 |
|
|
2022
Q4 | $7.21M | Buy |
41,470
+675
| +2% | +$117K | 0.41% | 45 |
|
|
2022
Q3 | $6.59M | Sell |
40,795
-751
| -2% | -$121K | 0.41% | 37 |
|
|
2022
Q2 | $7.58M | Sell |
41,546
-51
| -0.1% | -$9.31K | 0.43% | 38 |
|
|
2022
Q1 | $8.92M | Buy |
41,597
+652
| +2% | +$140K | 0.49% | 29 |
|
|
2021
Q4 | $8.78M | Sell |
40,945
-374
| -0.9% | -$80.2K | 0.49% | 34 |
|
|
2021
Q3 | $7.52M | Buy |
41,319
+118
| +0.3% | +$21.5K | 0.46% | 35 |
|
|
2021
Q2 | $8.57M | Sell |
41,201
-660
| -2% | -$137K | 0.52% | 29 |
|
|
2021
Q1 | $7.12M | Buy |
41,861
+1,267
| +3% | +$215K | 0.46% | 36 |
|
|
2020
Q4 | $6.84M | Sell |
40,594
-1,348
| -3% | -$227K | 0.46% | 35 |
|
|
2020
Q3 | $6.99M | Sell |
41,942
-1,043
| -2% | -$174K | 0.53% | 29 |
|
|
2020
Q2 | $4.78M | Buy |
42,985
+502
| +1% | +$55.8K | 0.38% | 38 |
|
|
2020
Q1 | $3.97M | Buy |
42,483
+1,743
| +4% | +$163K | 0.38% | 41 |
|
|
2019
Q4 | $4.77M | Buy |
40,740
+2,825
| +7% | +$331K | 0.43% | 44 |
|
|
2019
Q3 | $4.54M | Sell |
37,915
-1,185
| -3% | -$142K | 0.43% | 40 |
|
|
2019
Q2 | $4.04M | Sell |
39,100
-316
| -0.8% | -$32.6K | 0.41% | 45 |
|
|
2019
Q1 | $4.4M | Buy |
39,416
+38
| +0.1% | +$4.25K | 0.45% | 43 |
|
|
2018
Q4 | $3.84M | Sell |
39,378
-567
| -1% | -$55.3K | 0.41% | 50 |
|
|
2018
Q3 | $4.66M | Sell |
39,945
-869
| -2% | -$101K | 0.44% | 44 |
|
|
2018
Q2 | $4.34M | Buy |
40,814
+37,025
| +977% | +$3.93M | 0.43% | 45 |
|
|
2018
Q1 | $397K | Sell |
3,789
-35,488
| -90% | -$3.72M | 0.38% | 54 |
|
|
2017
Q4 | $4.68M | Buy |
39,277
+987
| +3% | +$118K | 0.47% | 43 |
|
|
2017
Q3 | $4.6M | Buy |
38,290
+309
| +0.8% | +$37.1K | 0.49% | 40 |
|
|
2017
Q2 | $4.2M | Buy |
37,981
+183
| +0.5% | +$20.2K | 0.48% | 45 |
|
|
2017
Q1 | $4.06M | Buy |
37,798
+126
| +0.3% | +$13.5K | 0.52% | 40 |
|
|
2016
Q4 | $4.32M | Buy |
37,672
+155
| +0.4% | +$17.8K | 0.59% | 33 |
|
|
2016
Q3 | $4.1M | Sell |
37,517
-1,700
| -4% | -$186K | 0.63% | 35 |
|
|
2016
Q2 | $4.23M | Sell |
39,217
-234
| -0.6% | -$25.2K | 0.67% | 34 |
|
|
2016
Q1 | $4.16M | Buy |
39,451
+44
| +0.1% | +$4.64K | 0.63% | 36 |
|
|
2015
Q4 | $3.79M | Sell |
39,407
-212
| -0.5% | -$20.4K | 0.61% | 37 |
|
|
2015
Q3 | $3.91M | Buy |
39,619
+1,164
| +3% | +$115K | 0.63% | 33 |
|
|
2015
Q2 | $3.73M | Sell |
38,455
-60
| -0.2% | -$5.82K | 0.61% | 38 |
|
|
2015
Q1 | $3.73M | Buy |
38,515
+1,921
| +5% | +$186K | 0.61% | 42 |
|
|
2014
Q4 | $4.07M | Sell |
36,594
-2,079
| -5% | -$231K | 0.7% | 32 |
|
|
2014
Q3 | $3.8M | Buy |
38,673
+3,441
| +10% | +$338K | 0.63% | 40 |
|
|
2014
Q2 | $3.62M | Buy |
35,232
+681
| +2% | +$69.9K | 0.68% | 34 |
|
|
2014
Q1 | $3.37M | Buy |
34,551
+1,030
| +3% | +$100K | 0.68% | 37 |
|
|
2013
Q4 | $3.52M | Sell |
33,521
-11,564
| -26% | -$1.22M | 0.75% | 31 |
|
|
2013
Q3 | $4.12M | Buy |
45,085
+12,420
| +38% | +$1.13M | 0.71% | 34 |
|
|
2013
Q2 | $2.83M | Buy |
+32,665
| New | +$2.83M | 0.78% | 35 |
|