Stephens Investment Management Group’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 |
-1,203
| Closed | -$179K | – | 174 |
|
|
2024
Q1 | $179K | Hold |
1,203
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $189K | Hold |
1,203
| – | – | ﹤0.01% | 157 |
|
|
2023
Q3 | $188K | Hold |
1,203
| – | – | ﹤0.01% | 162 |
|
|
2023
Q2 | $216K | Hold |
1,203
| – | – | ﹤0.01% | 161 |
|
|
2023
Q1 | $233K | Hold |
1,203
| – | – | ﹤0.01% | 158 |
|
|
2022
Q4 | $211K | Buy |
1,203
+334
| +38% | +$57.8K | ﹤0.01% | 156 |
|
|
2022
Q3 | $140K | Hold |
869
| – | – | ﹤0.01% | 161 |
|
|
2022
Q2 | $159K | Hold |
869
| – | – | ﹤0.01% | 163 |
|
|
2022
Q1 | $186K | Hold |
869
| – | – | ﹤0.01% | 167 |
|
|
2021
Q4 | $186K | Hold |
869
| – | – | ﹤0.01% | 174 |
|
|
2021
Q3 | $158K | Hold |
869
| – | – | ﹤0.01% | 177 |
|
|
2021
Q2 | $181K | Hold |
869
| – | – | ﹤0.01% | 175 |
|
|
2021
Q1 | $148K | Hold |
869
| – | – | ﹤0.01% | 175 |
|
|
2020
Q4 | $146K | Hold |
869
| – | – | ﹤0.01% | 173 |
|
|
2020
Q3 | $145K | Hold |
869
| – | – | ﹤0.01% | 167 |
|
|
2020
Q2 | $97K | Hold |
869
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $81K | Hold |
869
| – | – | ﹤0.01% | 159 |
|
|
2019
Q4 | $102K | Hold |
869
| – | – | ﹤0.01% | 160 |
|
|
2019
Q3 | $104K | Hold |
869
| – | – | ﹤0.01% | 161 |
|
|
2019
Q2 | $90K | Hold |
869
| – | – | ﹤0.01% | 177 |
|
|
2019
Q1 | $97K | Buy |
869
+304
| +54% | +$32.2K | ﹤0.01% | 176 |
|
|
2018
Q4 | $55K | Hold |
565
| – | – | ﹤0.01% | 178 |
|
|
2018
Q3 | $66K | Hold |
565
| – | – | ﹤0.01% | 180 |
|
|
2018
Q2 | $60K | Hold |
565
| – | – | ﹤0.01% | 178 |
|
|
2018
Q1 | $59K | Hold |
565
| – | – | ﹤0.01% | 177 |
|
|
2017
Q4 | $67K | Hold |
565
| – | – | ﹤0.01% | 179 |
|
|
2017
Q3 | $68K | Hold |
565
| – | – | ﹤0.01% | 172 |
|
|
2017
Q2 | $62K | Buy |
565
+235
| +71% | +$25.1K | ﹤0.01% | 176 |
|
|
2017
Q1 | $35K | Hold |
330
| – | – | ﹤0.01% | 180 |
|
|
2016
Q4 | $38K | Hold |
330
| – | – | ﹤0.01% | 176 |
|
|
2016
Q3 | $36K | Hold |
330
| – | – | ﹤0.01% | 173 |
|
|
2016
Q2 | $36K | Hold |
330
| – | – | ﹤0.01% | 180 |
|
|
2016
Q1 | $35K | Hold |
330
| – | – | ﹤0.01% | 180 |
|
|
2015
Q4 | $32K | Hold |
330
| – | – | ﹤0.01% | 186 |
|
|
2015
Q3 | $33K | Hold |
330
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $32K | Hold |
330
| – | – | ﹤0.01% | 188 |
|
|
2015
Q1 | $32K | Hold |
330
| – | – | ﹤0.01% | 188 |
|
|
2014
Q4 | $37K | Hold |
330
| – | – | ﹤0.01% | 191 |
|
|
2014
Q3 | $32K | Hold |
330
| – | – | ﹤0.01% | 202 |
|
|
2014
Q2 | $34K | Hold |
330
| – | – | ﹤0.01% | 203 |
|
|
2014
Q1 | $32K | Buy |
+330
| New | +$32.2K | ﹤0.01% | 208 |
|
Other funds holding UPS
Stephens Investment Management Group's UPS Position: Q2 2024 in Review
Stephens Investment Management Group sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,203 shares — an estimated $179K sold.
Stephens Investment Management Group first reported a position in UPS in Q1 2014 and held it in 41 quarters. The position peaked at $233K in Q1 2023. 2,178 funds tracked by Wall St. Rank hold UPS as of Q2 2024.
- Stephens Investment Management Group reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
- Stephens Investment Management Group sold 1,203 United Parcel Service shares in Q2 2024, an estimated $179K.
- Stephens Investment Management Group first reported a position in United Parcel Service in Q1 2014 and held it in 41 quarters.
- Stephens Investment Management Group's United Parcel Service position peaked at $233K in Q1 2023.
- 2,178 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.
Based on Stephens Investment Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.