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 Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 0.78%
0.02%
$34,630
12,036 shares@ 2.88 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 44.94%
0.08%
$1.399M
11,095 shares@ 126.11 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 56.15%
0.17%
$1.235M
9,790 shares@ 126.11 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 0.26%
0.2%
$1.217M
9,653 shares@ 126.1 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Increased 0.09%
0.4%
$1.195M
9,477 shares@ 126.11 avg price
Justin A. Leveille@Corundum Group, Inc.
Recent Activity
Increased 9.84%
0.39%
$1.042M
8,264 shares@ 126.1 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Increased 70.69%
0.13%
$1.008M
7,995 shares@ 126.11 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 117.57%
0.04%
$935,536
7,419 shares@ 126.11 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 1.01%
0.2%
$908,486
7,269 shares@ 124.99 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Increased 0.17%
0.57%
$867,617
6,880 shares@ 126.11 avg price