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
DALE R HAJOST@Builder Investment Group Inc Adv
Recent Activity
Decreased -0.63%
1.46%
$5.363M
42,530 shares@ 126.1 avg price
Francois Cardin@Addenda Capital Inc.
Recent Activity
Decreased -0.28%
0.19%
$5.356M
42,478 shares@ 126.11 avg price
David Layden@Woodstock Corp
Recent Activity
Decreased -6.84%
0.51%
$5.267M
41,766 shares@ 126.11 avg price
STEVE ADAMS@Adams Asset Advisors, Llc
Recent Activity
Increased 137.24%
0.66%
$5.141M
40,769 shares@ 126.11 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Decreased -7.58%
1.33%
$5.082M
40,300 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
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -3.86%
0.09%
$4.864M
38,578 shares@ 126.09 avg price
Mark T Williams@Investrust
Recent Activity
New Position
1.36%
$4.856M
38,565 shares@ 125.91 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -20.13%
0.39%
$4.676M
37,083 shares@ 126.1 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