Weiss Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-40,000
| Closed | -$5.04M | – | 662 |
|
2024
Q4 | $5.04M | Buy |
+40,000
| New | +$5.04M | 0.09% | 194 |
|
2020
Q2 | – | Sell |
-35,500
| Closed | -$3.32M | – | 271 |
|
2020
Q1 | $3.32M | Buy |
35,500
+33,409
| +1,598% | +$3.12M | 0.53% | 34 |
|
2019
Q4 | $245K | Sell |
2,091
-178
| -8% | -$20.9K | 0.02% | 213 |
|
2019
Q3 | $272K | Buy |
2,269
+229
| +11% | +$27.5K | 0.02% | 163 |
|
2019
Q2 | $211K | Buy |
2,040
+198
| +11% | +$20.5K | 0.01% | 197 |
|
2019
Q1 | $206K | Buy |
+1,842
| New | +$206K | 0.02% | 192 |
|