Zacks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
180,815
+1,548
| +0.9% | +$156K | 0.16% | 141 |
|
|
2025
Q1 | $19.7M | Sell |
179,267
-72,850
| -29% | -$8.01M | 0.18% | 131 |
|
|
2024
Q4 | $31.8M | Buy |
252,117
+57,543
| +30% | +$7.26M | 0.29% | 91 |
|
|
2024
Q3 | $26.5M | Buy |
194,574
+17,737
| +10% | +$2.42M | 0.23% | 114 |
|
|
2024
Q2 | $24.2M | Buy |
176,837
+5,194
| +3% | +$711K | 0.27% | 93 |
|
|
2024
Q1 | $25.5M | Buy |
171,643
+10,989
| +7% | +$1.63M | 0.27% | 94 |
|
|
2023
Q4 | $25.3M | Sell |
160,654
-14,376
| -8% | -$2.26M | 0.31% | 88 |
|
|
2023
Q3 | $27.3M | Buy |
175,030
+171,174
| +4,439% | +$26.7M | 0.35% | 74 |
|
|
2023
Q2 | $691K | Sell |
3,856
-28,373
| -88% | -$5.09M | 0.01% | 420 |
|
|
2023
Q1 | $6.25M | Buy |
32,229
+3,378
| +12% | +$655K | 0.08% | 169 |
|
|
2022
Q4 | $5.02M | Sell |
28,851
-417
| -1% | -$72.5K | 0.07% | 191 |
|
|
2022
Q3 | $4.73M | Sell |
29,268
-2,845
| -9% | -$460K | 0.08% | 177 |
|
|
2022
Q2 | $5.86M | Buy |
32,113
+5,133
| +19% | +$937K | 0.09% | 154 |
|
|
2022
Q1 | $5.79M | Buy |
26,980
+3,600
| +15% | +$772K | 0.08% | 174 |
|
|
2021
Q4 | $5.01M | Buy |
23,380
+20,833
| +818% | +$4.47M | 0.07% | 186 |
|
|
2021
Q3 | $464K | Sell |
2,547
-24,969
| -91% | -$4.55M | 0.01% | 462 |
|
|
2021
Q2 | $5.72M | Buy |
27,516
+2,006
| +8% | +$417K | 0.09% | 173 |
|
|
2021
Q1 | $4.34M | Buy |
25,510
+1,467
| +6% | +$249K | 0.08% | 184 |
|
|
2020
Q4 | $4.05M | Buy |
24,043
+2,392
| +11% | +$403K | 0.07% | 181 |
|
|
2020
Q3 | $3.61M | Buy |
+21,651
| New | +$3.61M | 0.07% | 164 |
|
|
2017
Q1 | – | Sell |
-2,155
| Closed | -$247K | – | 732 |
|
|
2016
Q4 | $247K | Sell |
2,155
-41,684
| -95% | -$4.78M | 0.01% | 546 |
|
|
2016
Q3 | $4.79M | Buy |
+43,839
| New | +$4.79M | 0.14% | 137 |
|
|
2015
Q4 | – | Sell |
-24,114
| Closed | -$2.38M | – | 659 |
|
|
2015
Q3 | $2.38M | Buy |
24,114
+144
| +0.6% | +$14.2K | 0.08% | 174 |
|
|
2015
Q2 | $2.32M | Buy |
+23,970
| New | +$2.32M | 0.07% | 172 |
|
|
2015
Q1 | – | Sell |
-94,320
| Closed | -$10.5M | – | 716 |
|
|
2014
Q4 | $10.5M | Sell |
94,320
-1,351
| -1% | -$150K | 0.34% | 97 |
|
|
2014
Q3 | $9.4M | Sell |
95,671
-7,531
| -7% | -$740K | 0.33% | 96 |
|
|
2014
Q2 | $10.6M | Sell |
103,202
-12,755
| -11% | -$1.31M | 0.38% | 89 |
|
|
2014
Q1 | $11.3M | Sell |
115,957
-13,261
| -10% | -$1.29M | 0.42% | 85 |
|
|
2013
Q4 | $13.6M | Sell |
129,218
-8,754
| -6% | -$920K | 0.54% | 63 |
|
|
2013
Q3 | $12.6M | Sell |
137,972
-7,572
| -5% | -$692K | 0.55% | 57 |
|
|
2013
Q2 | $12.6M | Buy |
+145,544
| New | +$12.6M | 0.58% | 51 |
|