Silvercrest Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
14,639
-192
| -1% | -$19.4K | 0.01% | 588 |
|
|
2025
Q1 | $1.63M | Buy |
14,831
+608
| +4% | +$66.9K | 0.01% | 563 |
|
|
2024
Q4 | $1.79M | Sell |
14,223
-656
| -4% | -$82.7K | 0.01% | 538 |
|
|
2024
Q3 | $2.03M | Buy |
14,879
+69
| +0.5% | +$9.41K | 0.01% | 484 |
|
|
2024
Q2 | $2.03M | Buy |
14,810
+433
| +3% | +$59.3K | 0.01% | 520 |
|
|
2024
Q1 | $2.14M | Sell |
14,377
-3,367
| -19% | -$500K | 0.01% | 509 |
|
|
2023
Q4 | $2.79M | Buy |
17,744
+3,160
| +22% | +$497K | 0.02% | 461 |
|
|
2023
Q3 | $2.27M | Sell |
14,584
-724
| -5% | -$113K | 0.02% | 465 |
|
|
2023
Q2 | $2.74M | Sell |
15,308
-49
| -0.3% | -$8.78K | 0.02% | 444 |
|
|
2023
Q1 | $2.98M | Sell |
15,357
-399
| -3% | -$77.4K | 0.02% | 414 |
|
|
2022
Q4 | $2.74M | Sell |
15,756
-39
| -0.2% | -$6.78K | 0.02% | 428 |
|
|
2022
Q3 | $2.55M | Buy |
15,795
+1
| +0% | +$162 | 0.02% | 418 |
|
|
2022
Q2 | $2.88M | Buy |
15,794
+1
| +0% | +$183 | 0.02% | 414 |
|
|
2022
Q1 | $3.39M | Sell |
15,793
-132
| -0.8% | -$28.3K | 0.02% | 426 |
|
|
2021
Q4 | $3.41M | Sell |
15,925
-13
| -0.1% | -$2.79K | 0.02% | 421 |
|
|
2021
Q3 | $2.9M | Buy |
15,938
+1,465
| +10% | +$267K | 0.02% | 446 |
|
|
2021
Q2 | $3.01M | Sell |
14,473
-199
| -1% | -$41.4K | 0.02% | 448 |
|
|
2021
Q1 | $2.49M | Sell |
14,672
-24
| -0.2% | -$4.08K | 0.02% | 460 |
|
|
2020
Q4 | $2.48M | Sell |
14,696
-1,768
| -11% | -$298K | 0.02% | 444 |
|
|
2020
Q3 | $2.74M | Buy |
16,464
+2,135
| +15% | +$356K | 0.02% | 422 |
|
|
2020
Q2 | $1.59M | Sell |
14,329
-1,646
| -10% | -$183K | 0.01% | 478 |
|
|
2020
Q1 | $1.49M | Sell |
15,975
-8,857
| -36% | -$827K | 0.02% | 458 |
|
|
2019
Q4 | $2.91M | Buy |
24,832
+7,824
| +46% | +$916K | 0.02% | 435 |
|
|
2019
Q3 | $2.04M | Sell |
17,008
-386
| -2% | -$46.3K | 0.02% | 471 |
|
|
2019
Q2 | $1.8M | Sell |
17,394
-1,952
| -10% | -$202K | 0.02% | 335 |
|
|
2019
Q1 | $2.16M | Sell |
19,346
-747
| -4% | -$83.5K | 0.02% | 314 |
|
|
2018
Q4 | $1.96M | Sell |
20,093
-516
| -3% | -$50.3K | 0.02% | 302 |
|
|
2018
Q3 | $2.41M | Sell |
20,609
-819
| -4% | -$95.6K | 0.02% | 305 |
|
|
2018
Q2 | $2.28M | Sell |
21,428
-184
| -0.9% | -$19.6K | 0.02% | 314 |
|
|
2018
Q1 | $2.26M | Sell |
21,612
-5,660
| -21% | -$592K | 0.02% | 306 |
|
|
2017
Q4 | $3.25M | Buy |
27,272
+4,592
| +20% | +$547K | 0.03% | 273 |
|
|
2017
Q3 | $2.72M | Sell |
22,680
-3,699
| -14% | -$444K | 0.03% | 281 |
|
|
2017
Q2 | $2.92M | Buy |
26,379
+1,288
| +5% | +$142K | 0.03% | 272 |
|
|
2017
Q1 | $2.69M | Sell |
25,091
-13,969
| -36% | -$1.5M | 0.03% | 273 |
|
|
2016
Q4 | $4.48M | Buy |
39,060
+4,394
| +13% | +$504K | 0.05% | 232 |
|
|
2016
Q3 | $3.79M | Sell |
34,666
-11,618
| -25% | -$1.27M | 0.05% | 246 |
|
|
2016
Q2 | $4.99M | Sell |
46,284
-3,946
| -8% | -$425K | 0.06% | 212 |
|
|
2016
Q1 | $5.3M | Sell |
50,230
-29,644
| -37% | -$3.13M | 0.07% | 196 |
|
|
2015
Q4 | $7.69M | Buy |
79,874
+45,363
| +131% | +$4.37M | 0.11% | 177 |
|
|
2015
Q3 | $3.41M | Sell |
34,511
-26,866
| -44% | -$2.65M | 0.05% | 222 |
|
|
2015
Q2 | $5.95M | Sell |
61,377
-134,464
| -69% | -$13M | 0.08% | 198 |
|
|
2015
Q1 | $19M | Sell |
195,841
-109,441
| -36% | -$10.6M | 0.27% | 112 |
|
|
2014
Q4 | $33.9M | Sell |
305,282
-30,773
| -9% | -$3.42M | 0.49% | 76 |
|
|
2014
Q3 | $33M | Buy |
336,055
+4,971
| +2% | +$489K | 0.51% | 68 |
|
|
2014
Q2 | $34M | Buy |
331,084
+263
| +0.1% | +$27K | 0.51% | 72 |
|
|
2014
Q1 | $32.2M | Sell |
330,821
-10,941
| -3% | -$1.07M | 0.51% | 72 |
|
|
2013
Q4 | $35.9M | Buy |
341,762
+6,625
| +2% | +$696K | 0.6% | 66 |
|
|
2013
Q3 | $30.6M | Buy |
335,137
+7,759
| +2% | +$709K | 0.59% | 61 |
|
|
2013
Q2 | $28.3M | Buy |
+327,378
| New | +$28.3M | 0.6% | 61 |
|