Verity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,658
| Closed | -$572K | – | 214 |
|
|
2024
Q4 | $572K | Sell |
4,658
-2,790
| -37% | -$367K | 0.32% | 75 |
|
|
2024
Q3 | $1.01M | Buy |
7,448
+3,068
| +70% | +$403K | 0.38% | 70 |
|
|
2024
Q2 | $599K | Buy |
4,380
+2,240
| +105% | +$321K | 0.24% | 94 |
|
|
2024
Q1 | $318K | Sell |
2,140
-132
| -6% | -$20.1K | 0.18% | 139 |
|
|
2023
Q4 | $357K | Buy |
2,272
+716
| +46% | +$108K | 0.23% | 117 |
|
|
2023
Q3 | $243K | Buy |
1,556
+78
| +5% | +$13.5K | 0.18% | 140 |
|
|
2023
Q2 | $265K | Sell |
1,478
-196
| -12% | -$34.8K | 0.2% | 133 |
|
|
2023
Q1 | $325K | Sell |
1,674
-21
| -1% | -$3.85K | 0.19% | 120 |
|
|
2022
Q4 | $295K | Buy |
1,695
+340
| +25% | +$58.9K | 0.25% | 119 |
|
|
2022
Q3 | $219K | Buy |
+1,355
| New | +$257K | 0.23% | 148 |
|
|
2022
Q1 | $340K | Sell |
1,582
-61
| -4% | -$13K | 0.22% | 141 |
|
|
2021
Q4 | $352K | Sell |
1,643
-25
| -1% | -$5.08K | 0.21% | 129 |
|
|
2021
Q3 | $304K | Sell |
1,668
-16
| -1% | -$3.16K | 0.2% | 133 |
|
|
2021
Q2 | $350K | Sell |
1,684
-1,087
| -39% | -$217K | 0.19% | 138 |
|
|
2021
Q1 | $471K | Sell |
2,771
-393
| -12% | -$63.6K | 0.28% | 109 |
|
|
2020
Q4 | $533K | Sell |
3,164
-39
| -1% | -$6.58K | 0.37% | 75 |
|
|
2020
Q3 | $534K | Sell |
3,203
-1,889
| -37% | -$275K | 0.41% | 59 |
|
|
2020
Q2 | $325K | Sell |
5,092
-128
| -2% | -$12.8K | 0.3% | 85 |
|
|
2020
Q1 | $490K | Buy |
5,220
+2,405
| +85% | +$249K | 0.62% | 55 |
|
|
2019
Q4 | $330K | Sell |
2,815
-315
| -10% | -$37.3K | 0.33% | 92 |
|
|
2019
Q3 | $374K | Sell |
3,130
-190
| -6% | -$21.7K | 0.39% | 82 |
|
|
2019
Q2 | $343K | Buy |
3,320
+675
| +26% | +$70.2K | 0.39% | 85 |
|
|
2019
Q1 | $296K | Buy |
2,645
+475
| +22% | +$50.4K | 0.34% | 87 |
|
|
2018
Q4 | $212K | Sell |
2,170
-1,182
| -35% | -$128K | 0.28% | 96 |
|
|
2018
Q3 | $391K | Buy |
3,352
+265
| +9% | +$31.2K | 0.39% | 66 |
|
|
2018
Q2 | $328K | Buy |
3,087
+170
| +6% | +$19.1K | 0.3% | 69 |
|
|
2018
Q1 | $305K | Buy |
2,917
+215
| +8% | +$24.9K | 0.28% | 67 |
|
|
2017
Q4 | $335K | Buy |
2,702
+171
| +7% | +$20.1K | 0.25% | 73 |
|
|
2017
Q3 | $301K | Buy |
2,531
+391
| +18% | +$44.5K | 0.23% | 81 |
|
|
2017
Q2 | $237K | Buy |
2,140
+130
| +6% | +$13.9K | 0.18% | 97 |
|
|
2017
Q1 | $216K | Buy |
+2,010
| New | +$220K | 0.18% | 104 |
|
|
2016
Q3 | $214K | Buy |
+1,957
| New | +$214K | 0.2% | 98 |
|
Other funds holding UPS
Verity Asset Management's UPS Position: Q1 2025 in Review
Verity Asset Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 4,658 shares — an estimated $572K sold.
Verity Asset Management first reported a position in UPS in Q3 2016 and held it in 32 quarters. The position peaked at $1.01M in Q3 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.
- Verity Asset Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
- Verity Asset Management sold 4,658 United Parcel Service shares in Q1 2025, an estimated $572K.
- Verity Asset Management first reported a position in United Parcel Service in Q3 2016 and held it in 32 quarters.
- Verity Asset Management's United Parcel Service position peaked at $1.01M in Q3 2024.
- 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.
Based on Verity Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.