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
Vicki Bandor Braun@Monarch Capital Management Inc
Recent Activity
Increased 4.36%
0.94%
$3.427M
27,180 shares@ 126.1 avg price
Susan Begando@Brookmont Capital Management
Recent Activity
Increased 26.5%
1.84%
$3.426M
27,167 shares@ 126.11 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -0.55%
1.03%
$3.373M
26,748 shares@ 126.11 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -11.57%
0.06%
$3.32M
26,332 shares@ 126.1 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -2.33%
0.12%
$3.271M
25,939 shares@ 126.11 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -36.74%
0.31%
$3.265M
25,890 shares@ 126.1 avg price
John Lent@Bourne Lent Asset Management Inc
Recent Activity
Increased 8.45%
1.24%
$3.235M
25,658 shares@ 126.11 avg price
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
0.93%
$3.223M
25,563 shares@ 126.1 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Increased 1.66%
0.33%
$3.099M
24,579 shares@ 126.11 avg price
Benjamin H. Atwater@Atwater Malick Llc
Recent Activity
Decreased -5.37%
1.04%
$3.081M
24,435 shares@ 126.1 avg price