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
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 353.07%
1.01%
$8.311M
65,907 shares@ 126.1 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 16.31%
0.16%
$7.684M
60,935 shares@ 126.1 avg price
Tammy Rollins@First National Bank Of Mount Dora, Trust Investment Services
Recent Activity
Increased 87.05%
1.75%
$7.444M
59,031 shares@ 126.1 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 636.8%
0.26%
$7.372M
58,465 shares@ 126.1 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 20.94%
0.21%
$7.314M
58,003 shares@ 126.1 avg price
Barclay Nelson@Birch Capital Management, Llc
Recent Activity
Increased 1.82%
3.03%
$6.008M
47,641 shares@ 126.1 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 0.15%
0.51%
$5.897M
46,764 shares@ 126.1 avg price
STEVE ADAMS@Adams Asset Advisors, Llc
Recent Activity
Increased 137.24%
0.66%
$5.141M
40,769 shares@ 126.11 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 18.79%
0.06%
$4.931M
39,106 shares@ 126.09 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Increased 1.73%
0.62%
$4.506M
35,734 shares@ 126.1 avg price