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
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
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
Decreased -0.11%
0.37%
$12.004M
88,042 shares@ 136.35 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Decreased -0.64%
0.71%
$10.737M
85,146 shares@ 126.11 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Decreased -9.28%
0.69%
$8.596M
68,171 shares@ 126.11 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -6.91%
0.13%
$8.497M
67,386 shares@ 126.1 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -1.84%
0.26%
$7.474M
59,268 shares@ 126.11 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Decreased -1.17%
1.55%
$7.433M
58,949 shares@ 126.11 avg price
Aryn Sands@Romano Brothers And Company
Recent Activity
Decreased -0.48%
0.89%
$7.049M
55,900 shares@ 126.1 avg price