UPS

United Parcel Service-cl B

Latest period2024 - Q4Total superinvestors366

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 366 superinvestors own shares of United Parcel Service-cl B (UPS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding United Parcel Service-cl B (UPS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with United Parcel Service-cl B (UPS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with United Parcel Service-cl B (UPS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -9.49%
1.93%
$106.957M
848,194 shares@ 126.1 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -25.44%
0.17%
$101.529M
805,150 shares@ 126.1 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.84%
1.06%
$75.972M
602,472 shares@ 126.11 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Decreased -1.82%
51.15%
$38.978M
309,106 shares@ 126.1 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -17.68%
0.29%
$25.941M
205,715 shares@ 126.11 avg price
Carol L. Bieber@Professional Advisory Services Inc
Recent Activity
Decreased -0.64%
3.53%
$25.574M
202,811 shares@ 126.1 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -6.34%
0.5%
$24.049M
190,695 shares@ 126.12 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -1.24%
1.18%
$13.601M
107,860 shares@ 126.1 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.27%
1.11%
$13.178M
106,387 shares@ 123.87 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Decreased -4.08%
0.21%
$11.507M
91,255 shares@ 126.11 avg price