Sustainable Insight Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,535
| Closed | -$248K | – | 118 |
|
|
2022
Q3 | $248K | Sell |
1,535
-395
| -20% | -$63.8K | 0.29% | 83 |
|
|
2022
Q2 | $362K | Sell |
1,930
-113
| -6% | -$21.2K | 0.36% | 63 |
|
|
2022
Q1 | $438K | Buy |
2,043
+21
| +1% | +$4.5K | 0.31% | 58 |
|
|
2021
Q4 | $433K | Buy |
2,022
+53
| +3% | +$11.4K | 0.23% | 55 |
|
|
2021
Q3 | $359K | Buy |
1,969
+34
| +2% | +$6.2K | 0.23% | 63 |
|
|
2021
Q2 | $402K | Sell |
1,935
-36
| -2% | -$7.48K | 0.24% | 74 |
|
|
2021
Q1 | $335K | Buy |
1,971
+117
| +6% | +$19.9K | 0.22% | 75 |
|
|
2020
Q4 | $312K | Buy |
+1,854
| New | +$312K | 0.21% | 74 |
|
|
2020
Q1 | – | Sell |
-1,983
| Closed | -$232K | – | 83 |
|
|
2019
Q4 | $232K | Hold |
1,983
| – | – | 0.24% | 54 |
|
|
2019
Q3 | $238K | Sell |
1,983
-100
| -5% | -$12K | 0.27% | 38 |
|
|
2019
Q2 | $215K | Buy |
+2,083
| New | +$215K | 0.25% | 48 |
|