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
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -0.79%
0.35%
$902,518
7,157 shares@ 126.11 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -16.99%
0.09%
$865,298
6,862 shares@ 126.1 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
Decreased -5.83%
0.18%
$813,396
6,450 shares@ 126.11 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Decreased -4.52%
0.18%
$806,612
6,397 shares@ 126.1 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -3.21%
0.2%
$775,383
6,149 shares@ 126.1 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -2.06%
0.28%
$771,388
6,130 shares@ 125.84 avg price
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Decreased -36.51%
0.33%
$758,807
6,018 shares@ 126.09 avg price
Aryn Sands@Lakewood Asset Management Llc
Recent Activity
Decreased -3.92%
0.52%
$753,460
5,975 shares@ 126.11 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -48.45%
0.02%
$678,797
5,383 shares@ 126.11 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -1.26%
0.42%
$640,462
5,079 shares@ 126.11 avg price