Veritas Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$156K | – | 69 |
|
|
2019
Q3 | $156K | Hold |
1,300
| – | – | 0.01% | 54 |
|
|
2019
Q2 | $134K | Hold |
1,300
| – | – | 0.01% | 45 |
|
|
2019
Q1 | $145K | Hold |
1,300
| – | – | 0.01% | 46 |
|
|
2018
Q4 | $127K | Hold |
1,300
| – | – | 0.02% | 51 |
|
|
2018
Q3 | $152K | Hold |
1,300
| – | – | 0.02% | 50 |
|
|
2018
Q2 | $138K | Hold |
1,300
| – | – | 0.02% | 41 |
|
|
2018
Q1 | $136K | Hold |
1,300
| – | – | 0.02% | 43 |
|
|
2017
Q4 | $155K | Hold |
1,300
| – | – | 0.02% | 44 |
|
|
2017
Q3 | $156K | Hold |
1,300
| – | – | 0.02% | 43 |
|
|
2017
Q2 | $144K | Sell |
1,300
-400
| -24% | -$44.3K | 0.02% | 44 |
|
|
2017
Q1 | $182K | Hold |
1,700
| – | – | 0.03% | 46 |
|
|
2016
Q4 | $195K | Hold |
1,700
| – | – | 0.03% | 47 |
|
|
2016
Q3 | $186K | Sell |
1,700
-500
| -23% | -$54.7K | 0.03% | 53 |
|
|
2016
Q2 | $237K | Hold |
2,200
| – | – | 0.05% | 49 |
|
|
2016
Q1 | $232K | Buy |
2,200
+500
| +29% | +$52.7K | 0.05% | 52 |
|
|
2015
Q4 | $164K | Hold |
1,700
| – | – | 0.03% | 65 |
|
|
2015
Q3 | $168K | Sell |
1,700
-4,500
| -73% | -$445K | 0.04% | 56 |
|
|
2015
Q2 | $165K | Hold |
6,200
| – | – | 0.05% | 52 |
|
|
2015
Q1 | $165K | Buy |
6,200
+1,700
| +38% | +$45.2K | 0.06% | 50 |
|
|
2014
Q4 | $500K | Sell |
4,500
-1,700
| -27% | -$189K | 0.9% | 21 |
|
|
2014
Q3 | $609K | Sell |
6,200
-3,700
| -37% | -$363K | 0.2% | 30 |
|
|
2014
Q2 | $1.02M | Hold |
9,900
| – | – | 0.35% | 25 |
|
|
2014
Q1 | $964K | Hold |
9,900
| – | – | 0.38% | 21 |
|
|
2013
Q4 | $1.04M | Hold |
9,900
| – | – | 0.5% | 22 |
|
|
2013
Q3 | $904K | Hold |
9,900
| – | – | 0.53% | 21 |
|
|
2013
Q2 | $855K | Buy |
+9,900
| New | +$855K | 0.55% | 18 |
|