Sand Hill Global Advisors’s United Parcel Service UPS Stock Holding History

Sand Hill Global Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,396	Closed	-$4.09M	–	208
2024 Q4	$4.09M	Sell	32,396 -5,015	-13%	-$660K	0.17%	72
2024 Q3	$5.1M	Sell	37,411 -625	-2%	-$82.1K	0.22%	70
2024 Q2	$5.21M	Sell	38,036 -307	-0.8%	-$44K	0.24%	64
2024 Q1	$5.7M	Sell	38,343 -1,451	-4%	-$221K	0.27%	60
2023 Q4	$6.26M	Sell	39,794 -486	-1%	-$73.5K	0.3%	54
2023 Q3	$6.28M	Sell	40,280 -850	-2%	-$147K	0.35%	48
2023 Q2	$7.37M	Sell	41,130 -181	-0.4%	-$32.1K	0.37%	46
2023 Q1	$8.01M	Sell	41,311 -159	-0.4%	-$29.2K	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%	-$142K	0.41%	37
2022 Q2	$7.58M	Sell	41,546 -51	-0.1%	-$9.3K	0.43%	38
2022 Q1	$8.92M	Buy	41,597 +652	+2%	+$139K	0.49%	29
2021 Q4	$8.78M	Sell	40,945 -374	-0.9%	-$76.1K	0.49%	34
2021 Q3	$7.52M	Buy	41,319 +118	+0.3%	+$23.3K	0.46%	35
2021 Q2	$8.57M	Sell	41,201 -660	-2%	-$132K	0.52%	29
2021 Q1	$7.12M	Buy	41,861 +1,267	+3%	+$205K	0.46%	36
2020 Q4	$6.84M	Sell	40,594 -1,348	-3%	-$228K	0.46%	35
2020 Q3	$6.99M	Sell	41,942 -1,043	-2%	-$152K	0.53%	29
2020 Q2	$4.78M	Buy	42,985 +502	+1%	+$50.1K	0.38%	38
2020 Q1	$3.97M	Buy	42,483 +1,743	+4%	+$181K	0.38%	41
2019 Q4	$4.77M	Buy	40,740 +2,825	+7%	+$334K	0.43%	44
2019 Q3	$4.54M	Sell	37,915 -1,185	-3%	-$135K	0.43%	40
2019 Q2	$4.04M	Sell	39,100 -316	-0.8%	-$32.9K	0.41%	45
2019 Q1	$4.4M	Buy	39,416 +38	+0.1%	+$4.03K	0.45%	43
2018 Q4	$3.84M	Sell	39,378 -567	-1%	-$61.5K	0.41%	50
2018 Q3	$4.66M	Sell	39,945 -869	-2%	-$102K	0.44%	44
2018 Q2	$4.34M	Buy	40,814 +37,025	+977%	+$4.16M	0.43%	45
2018 Q1	$397K	Sell	3,789 -35,488	-90%	-$4.1M	0.38%	54
2017 Q4	$4.68M	Buy	39,277 +987	+3%	+$116K	0.47%	43
2017 Q3	$4.6M	Buy	38,290 +309	+0.8%	+$35.1K	0.49%	40
2017 Q2	$4.2M	Buy	37,981 +183	+0.5%	+$19.6K	0.48%	45
2017 Q1	$4.06M	Buy	37,798 +126	+0.3%	+$13.8K	0.52%	40
2016 Q4	$4.32M	Buy	37,672 +155	+0.4%	+$17.5K	0.59%	33
2016 Q3	$4.1M	Sell	37,517 -1,700	-4%	-$186K	0.63%	35
2016 Q2	$4.22M	Sell	39,217 -234	-0.6%	-$24.4K	0.67%	34
2016 Q1	$4.16M	Buy	39,451 +44	+0.1%	+$4.28K	0.63%	36
2015 Q4	$3.79M	Sell	39,407 -212	-0.5%	-$21.7K	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%	-$5.96K	0.61%	38
2015 Q1	$3.73M	Buy	38,515 +1,921	+5%	+$197K	0.61%	42
2014 Q4	$4.07M	Sell	36,594 -2,079	-5%	-$219K	0.7%	32
2014 Q3	$3.8M	Buy	38,673 +3,441	+10%	+$342K	0.63%	40
2014 Q2	$3.62M	Buy	35,232 +681	+2%	+$68.4K	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%	-$1.14M	0.75%	31
2013 Q3	$4.12M	Buy	45,085 +12,420	+38%	+$1.09M	0.71%	34
2013 Q2	$2.83M	Buy	+32,665	New	+$2.8M	0.78%	35

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sand Hill Global Advisors's UPS Position: Q1 2025 in Review

Sand Hill Global Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 32,396 shares — an estimated $4.09M sold.

Sand Hill Global Advisors first reported a position in UPS in Q2 2013 and held it in 47 quarters. The position peaked at $8.92M in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Sand Hill Global Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 32,396 United Parcel Service shares in Q1 2025, an estimated $4.09M.
Sand Hill Global Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 47 quarters.
Sand Hill Global Advisors's United Parcel Service position peaked at $8.92M in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.