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
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -36.74%
0.31%
$3.265M
25,890 shares@ 126.1 avg price
Benjamin H. Atwater@Atwater Malick Llc
Recent Activity
Decreased -5.37%
1.04%
$3.081M
24,435 shares@ 126.1 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -3.48%
0.62%
$3.07M
24,345 shares@ 126.11 avg price
Andrew Brady@Brady Family Wealth, Llc
Recent Activity
Decreased -12.04%
0.9%
$2.901M
23,005 shares@ 126.11 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -0.81%
0.81%
$2.817M
22,342 shares@ 126.11 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Decreased -1.01%
0.64%
$2.787M
22,105 shares@ 126.11 avg price
Ben P Webber@Sawyer & Company, Inc
Recent Activity
Decreased -3.52%
1.02%
$2.753M
21,829 shares@ 126.12 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -69.89%
0.12%
$2.748M
21,794 shares@ 126.1 avg price
Chris Ammann@Perkins Coie Trust Co
Recent Activity
Decreased -4.23%
0.55%
$2.469M
19,581 shares@ 126.1 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -1%
0.17%
$2.397M
19,008 shares@ 126.11 avg price