Stifel Financial’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215M | Buy |
2,128,927
+174,723
| +9% | +$17.6M | 0.21% | 113 |
|
|
2025
Q1 | $215M | Buy |
1,954,204
+383,956
| +24% | +$42.2M | 0.23% | 97 |
|
|
2024
Q4 | $198M | Buy |
1,570,248
+29,508
| +2% | +$3.72M | 0.21% | 108 |
|
|
2024
Q3 | $210M | Buy |
1,540,740
+26,424
| +2% | +$3.6M | 0.22% | 105 |
|
|
2024
Q2 | $207M | Sell |
1,514,316
-9,747
| -0.6% | -$1.33M | 0.23% | 99 |
|
|
2024
Q1 | $227M | Buy |
1,524,063
+145,089
| +11% | +$21.6M | 0.26% | 89 |
|
|
2023
Q4 | $217M | Buy |
1,378,974
+61,819
| +5% | +$9.72M | 0.27% | 81 |
|
|
2023
Q3 | $205M | Buy |
1,317,155
+46,891
| +4% | +$7.31M | 0.29% | 81 |
|
|
2023
Q2 | $228M | Buy |
1,270,264
+293,015
| +30% | +$52.5M | 0.31% | 78 |
|
|
2023
Q1 | $190M | Buy |
977,249
+3,876
| +0.4% | +$752K | 0.27% | 85 |
|
|
2022
Q4 | $169M | Buy |
973,373
+24,403
| +3% | +$4.24M | 0.25% | 87 |
|
|
2022
Q3 | $153M | Buy |
948,970
+14,676
| +2% | +$2.37M | 0.25% | 96 |
|
|
2022
Q2 | $171M | Buy |
934,294
+26,212
| +3% | +$4.78M | 0.27% | 90 |
|
|
2022
Q1 | $195M | Sell |
908,082
-419,426
| -32% | -$90M | 0.27% | 92 |
|
|
2021
Q4 | $285M | Buy |
1,327,508
+33,190
| +3% | +$7.11M | 0.38% | 65 |
|
|
2021
Q3 | $236M | Buy |
1,294,318
+20,369
| +2% | +$3.71M | 0.35% | 68 |
|
|
2021
Q2 | $265M | Sell |
1,273,949
-5,526
| -0.4% | -$1.15M | 0.4% | 61 |
|
|
2021
Q1 | $218M | Buy |
1,279,475
+29,118
| +2% | +$4.95M | 0.36% | 69 |
|
|
2020
Q4 | $211M | Sell |
1,250,357
-56,489
| -4% | -$9.51M | 0.38% | 65 |
|
|
2020
Q3 | $218M | Sell |
1,306,846
-291,304
| -18% | -$48.5M | 0.45% | 58 |
|
|
2020
Q2 | $178M | Buy |
1,598,150
+40,217
| +3% | +$4.47M | 0.41% | 65 |
|
|
2020
Q1 | $145M | Buy |
1,557,933
+714,501
| +85% | +$66.7M | 0.4% | 68 |
|
|
2019
Q4 | $98.7M | Buy |
843,432
+5,159
| +0.6% | +$604K | 0.21% | 120 |
|
|
2019
Q3 | $100M | Sell |
838,273
-77,447
| -8% | -$9.28M | 0.26% | 103 |
|
|
2019
Q2 | $94.6M | Buy |
915,720
+224,468
| +32% | +$23.2M | 0.24% | 108 |
|
|
2019
Q1 | $77.1M | Buy |
691,252
+101,382
| +17% | +$11.3M | 0.22% | 127 |
|
|
2018
Q4 | $57.5M | Sell |
589,870
-11,098
| -2% | -$1.08M | 0.19% | 139 |
|
|
2018
Q3 | $70.2M | Buy |
600,968
+23,745
| +4% | +$2.77M | 0.2% | 128 |
|
|
2018
Q2 | $61.2M | Buy |
577,223
+25,846
| +5% | +$2.74M | 0.19% | 131 |
|
|
2018
Q1 | $57.7M | Sell |
551,377
-172,661
| -24% | -$18.1M | 0.18% | 136 |
|
|
2017
Q4 | $86.3M | Buy |
724,038
+119,471
| +20% | +$14.2M | 0.27% | 86 |
|
|
2017
Q3 | $72.5M | Buy |
604,567
+24,867
| +4% | +$2.98M | 0.25% | 97 |
|
|
2017
Q2 | $64.1M | Buy |
579,700
+40,168
| +7% | +$4.44M | 0.24% | 101 |
|
|
2017
Q1 | $57.9M | Buy |
539,532
+164,017
| +44% | +$17.6M | 0.22% | 107 |
|
|
2016
Q4 | $43M | Sell |
375,515
-31,007
| -8% | -$3.55M | 0.18% | 126 |
|
|
2016
Q3 | $44.5M | Sell |
406,522
-4,974
| -1% | -$544K | 0.2% | 118 |
|
|
2016
Q2 | $44.3M | Sell |
411,496
-13,634
| -3% | -$1.47M | 0.21% | 117 |
|
|
2016
Q1 | $44.8M | Buy |
425,130
+10,335
| +2% | +$1.09M | 0.24% | 100 |
|
|
2015
Q4 | $39.9M | Buy |
414,795
+73,340
| +21% | +$7.05M | 0.21% | 120 |
|
|
2015
Q3 | $33.8M | Sell |
341,455
-2,253
| -0.7% | -$223K | 0.19% | 136 |
|
|
2015
Q2 | $33M | Buy |
343,708
+182,624
| +113% | +$17.6M | 0.17% | 150 |
|
|
2015
Q1 | $15.6M | Buy |
161,084
+27,868
| +21% | +$2.7M | 0.09% | 275 |
|
|
2014
Q4 | $14.8M | Buy |
133,216
+29,326
| +28% | +$3.26M | 0.08% | 302 |
|
|
2014
Q3 | $10.2M | Buy |
103,890
+38,264
| +58% | +$3.76M | 0.09% | 275 |
|
|
2014
Q2 | $6.74M | Buy |
65,626
+10,694
| +19% | +$1.1M | 0.06% | 382 |
|
|
2014
Q1 | $5.35M | Buy |
+54,932
| New | +$5.35M | 0.05% | 420 |
|