United Parcel Service (UPS)

Sector:Industrials
Super Investor Stats:
Ownership count:5
Ownership rank:92
% of all portfolios:0.051%
Hold Price * :$136.54
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q3  2024
≡ Robert Olstein - Olstein Capital Management Add 14.71% 10,000 0.23
≡ Torray Funds Add 12.80% 3,878 0.07
Q2  2024
≡ Robert Olstein - Olstein Capital Management Add 17.24% 10,000 0.24
≡ Torray Funds Add 10.69% 2,927 0.06
≡ David Tepper - Appaloosa Management Add 0.83% 5,000 0.01
≡ Jensen Investment Management Reduce 0.42% 100 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 20,025 0.06
Q1  2024
≡ Robert Olstein - Olstein Capital Management Add 20.83% 10,000 0.24
≡ David Tepper - Appaloosa Management Add 20.00% 100,000 0.22
≡ Lee Ainslie - Maverick Capital Add 13.48% 2,379 0.01
≡ Torray Funds Buy 27,371 0.61
≡ Jensen Investment Management Reduce 40.67% 16,396 0.02
≡ Viking Global Investors Sell 100.00% 8,199,127 4.73
Q4  2023
≡ Lee Ainslie - Maverick Capital Add 98.20% 8,743 0.03
≡ Viking Global Investors Add 23.10% 1,538,643 0.89
≡ David Tepper - Appaloosa Management Buy 500,000 1.39
≡ Jensen Investment Management Reduce 10.19% 4,575 0.01
Q3  2023
≡ Viking Global Investors Add 649.05% 5,771,294 3.67
≡ Robert Olstein - Olstein Capital Management Add 2.13% 1,000 0.03
≡ Bill & Melinda Gates Foundation Trust Add 1.94% 14,400 0.01
≡ Lee Ainslie - Maverick Capital Buy 8,903 0.03
≡ Jensen Investment Management Reduce 96.98% 1,442,820 1.93
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 59,400 0.00
Q2  2023
≡ Robert Olstein - Olstein Capital Management Add 2.17% 1,000 0.03
≡ Jensen Investment Management Add 0.99% 14,565 0.02
≡ Viking Global Investors Buy 889,190 0.65
Q1  2023
≡ Jensen Investment Management Reduce 3.51% 53,596 0.08
≡ Robert Olstein - Olstein Capital Management Reduce 8.00% 4,000 0.12
Q4  2022
≡ Jensen Investment Management Add 20.25% 257,067 0.35
Q3  2022
≡ Jensen Investment Management Reduce 0.29% 3,630 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 3.85% 2,000 0.05
Q2  2022
≡ Robert Olstein - Olstein Capital Management Add 26.83% 11,000 0.30
≡ Jensen Investment Management Add 3.08% 38,064 0.06
Q1  2022
≡ Jensen Investment Management Add 0.65% 8,015 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 17.17% 8,500 0.23
≡ Bill & Melinda Gates Foundation Trust Reduce 67.57% 1,543,326 1.67
≡ Lee Ainslie - Maverick Capital Sell 100.00% 406 0.00
Q4  2021
≡ Jensen Investment Management Reduce 0.72% 8,906 0.01
≡ Lee Ainslie - Maverick Capital Reduce 0.73% 3 0.00
≡ Robert Olstein - Olstein Capital Management Reduce 2.94% 1,500 0.04
Q3  2021
≡ Robert Olstein - Olstein Capital Management Add 30.77% 12,000 0.27
≡ Jensen Investment Management Reduce 10.36% 142,840 0.21
≡ Bill & Melinda Gates Foundation Trust Reduce 18.48% 517,775 0.41
≡ Lee Ainslie - Maverick Capital Reduce 96.05% 9,955 0.00
Q2  2021
≡ Jensen Investment Management Reduce 4.90% 71,084 0.11
≡ Robert Olstein - Olstein Capital Management Reduce 13.33% 6,000 0.16
≡ Lee Ainslie - Maverick Capital Reduce 60.85% 16,109 0.03
≡ David Katz - Matrix Asset Advisors Sell 100.00% 2,375 0.06
Q1  2021
≡ Lee Ainslie - Maverick Capital Buy 26,473 0.04
≡ Jensen Investment Management Reduce 0.12% 1,745 0.00
≡ Bill & Melinda Gates Foundation Trust Reduce 38.09% 1,723,539 1.40
≡ David Katz - Matrix Asset Advisors Reduce 89.82% 20,949 0.53
Q4  2020
≡ David Katz - Matrix Asset Advisors Reduce 2.82% 678 0.02
≡ Jensen Investment Management Reduce 34.04% 749,166 1.05
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,514 0.02
Q3  2020
≡ Lee Ainslie - Maverick Capital Buy 7,514 0.02
≡ Jensen Investment Management Reduce 27.10% 818,015 1.21
≡ Robert Olstein - Olstein Capital Management Reduce 27.42% 17,000 0.51
≡ David Katz - Matrix Asset Advisors Reduce 70.77% 58,110 1.89
Q2  2020
≡ David Katz - Matrix Asset Advisors Add 1.23% 1,000 0.02
≡ Jensen Investment Management Reduce 0.73% 22,320 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 26.19% 22,000 0.46
Q1  2020
≡ Robert Olstein - Olstein Capital Management Add 29.23% 19,000 0.39
≡ Jensen Investment Management Add 12.42% 336,085 0.35
≡ David Katz - Matrix Asset Advisors Buy 81,112 1.73
Q4  2019
≡ Jensen Investment Management Add 27.84% 589,170 0.68
Q3  2019
≡ Jensen Investment Management Add 3.46% 70,720 0.09
≡ Robert Olstein - Olstein Capital Management Reduce 13.33% 10,000 0.19
≡ Mairs & Power Growth Fund Sell 100.00% 385,000 0.92
Q2  2019
≡ Jensen Investment Management Add 24.80% 406,501 0.48
≡ Robert Olstein - Olstein Capital Management Add 17.19% 11,000 0.18
Q1  2019
≡ Jensen Investment Management Add 5.11% 79,709 0.11
Q4  2018
≡ Mairs & Power Growth Fund Add 2.67% 10,000 0.03
≡ Jensen Investment Management Reduce 0.56% 8,800 0.01
Q3  2018
≡ Mairs & Power Growth Fund Reduce 1.32% 5,000 0.01
Q2  2018
≡ Mairs & Power Growth Fund Reduce 8.43% 35,000 0.09
Q1  2018
≡ Robert Olstein - Olstein Capital Management Reduce 3.03% 2,000 0.03
≡ Mairs & Power Growth Fund Reduce 15.31% 75,000 0.18
Q4  2017
≡ Mairs & Power Growth Fund Reduce 13.27% 75,000 0.19
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 145,000 2.49
Q3  2017
≡ Robert Olstein - Olstein Capital Management Reduce 1.49% 1,000 0.02
≡ Mairs & Power Growth Fund Reduce 4.24% 25,000 0.07
Q1  2017
≡ Robert Olstein - Olstein Capital Management Add 19.64% 11,000 0.15
Q4  2016
≡ Robert Olstein - Olstein Capital Management Reduce 6.67% 4,000 0.06
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 21.62% 40,000 0.68
Q3  2016
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.09% 12,000 0.18
Q1  2016
≡ Robert Olstein - Olstein Capital Management Add 22.45% 11,000 0.19
≡ Mairs & Power Growth Fund Reduce 1.67% 10,000 0.03
≡ Thomas Gayner - Markel Group Sell 100.00% 793,500 2.07
Q4  2015
≡ Thomas Gayner - Markel Group Add 3.39% 26,000 0.07
≡ Mairs & Power Growth Fund Reduce 1.64% 10,000 0.03
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.37% 18,000 0.23
Q3  2015
≡ Robert Olstein - Olstein Capital Management Add 8.89% 4,000 0.06
≡ Thomas Gayner - Markel Group Add 1.59% 12,000 0.03
≡ Mairs & Power Growth Fund Reduce 4.69% 30,000 0.08
Q2  2015
≡ Thomas Gayner - Markel Group Add 1.48% 11,000 0.03
≡ Robert Olstein - Olstein Capital Management Buy 45,000 0.59
Q1  2015
≡ Thomas Gayner - Markel Group Add 1.78% 13,000 0.03
Q4  2014
≡ Thomas Gayner - Markel Group Add 0.69% 5,000 0.01
≡ Bill & Melinda Gates Foundation Trust Buy 4,525,329 2.52

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.