United Parcel Service (UPS)
Sector: | Industrials |
Super Investor Stats: | |
Ownership count: | 7 |
Ownership rank: | 54 |
% of all portfolios: | 0.106% |
Hold Price * : | $174.65 |
History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
Q1  2024 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 20.83% | 10,000 | 0.24 | |
≡ | Torray Funds | Buy | 9,674 | 0.61 | |
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 | |
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 | |
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 | |
Q4  2022 | |||||
≡ | Jensen Investment Management | Add 20.25% | 257,067 | 0.35 | |
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 | |
Q3  2021 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 30.77% | 12,000 | 0.27 | |
Q1  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Buy | 26,473 | 0.04 | |
Q3  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Buy | 7,514 | 0.02 | |
Q2  2020 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 1.23% | 1,000 | 0.02 | |
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 | |
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 | |
Q1  2017 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 19.64% | 11,000 | 0.15 | |
Q1  2016 | |||||
≡ | Robert Olstein - Olstein Capital Management | Add 22.45% | 11,000 | 0.19 | |
Q4  2015 | |||||
≡ | Thomas Gayner - Markel Group | Add 3.39% | 26,000 | 0.07 | |
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 | |
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 | |
Q3  2014 | |||||
≡ | Thomas Gayner - Markel Group | Add 1.54% | 11,000 | 0.03 | |
Q2  2014 | |||||
≡ | Mairs & Power Growth Fund | Add 1.59% | 10,000 | 0.02 | |
Q1  2014 | |||||
≡ | Mairs & Power Growth Fund | Add 5.00% | 30,000 | 0.07 | |
Q3  2013 | |||||
≡ | Mairs & Power Growth Fund | Add 9.09% | 50,000 | 0.13 | |
≡ | Hillman Value Fund | Buy | 7,000 | 2.58 | |
Q2  2013 | |||||
≡ | Mairs & Power Growth Fund | Add 3.77% | 20,000 | 0.06 | |
≡ | Thomas Gayner - Markel Group | Add 0.63% | 4,653 | 0.01 | |
Q1  2013 | |||||
≡ | Mairs & Power Growth Fund | Add 60.61% | 200,000 | 0.60 | |
Q4  2012 | |||||
≡ | Mairs & Power Growth Fund | Add 3.13% | 10,000 | 0.03 | |
Q3  2012 | |||||
≡ | Mairs & Power Growth Fund | Add 3.23% | 10,000 | 0.03 | |
≡ | Thomas Gayner - Markel Group | Add 1.02% | 7,537 | 0.02 | |
Q2  2012 | |||||
≡ | Thomas Gayner - Markel Group | Add 1.52% | 11,136 | 0.04 | |
≡ | Thomas Russo - Gardner Russo & Quinn | Buy | 21 | 0.00 | |
Q3  2011 | |||||
≡ | Thomas Gayner - Markel Group | Add 3.20% | 23,004 | 0.09 | |
Q2  2011 | |||||
≡ | Mairs & Power Growth Fund | Add 3.33% | 10,000 | 0.03 | |
≡ | Thomas Gayner - Markel Group | Add 0.03% | 203 | 0.00 | |
Q1  2011 | |||||
≡ | Thomas Gayner - Markel Group | Add 1.97% | 13,903 | 0.06 | |
Q2  2010 | |||||
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 4.76% | 25,000 | 0.19 | |
≡ | Thomas Gayner - Markel Group | Add 0.07% | 503 | 0.00 | |
Q1  2010 | |||||
≡ | Stephen Mandel - Lone Pine Capital | Buy | 3,522,978 | 2.20 | |
Q4  2009 | |||||
≡ | Mairs & Power Growth Fund | Add 3.45% | 10,000 | 0.03 | |
Q2  2009 | |||||
≡ | Thomas Gayner - Markel Group | Add 0.37% | 2,604 | 0.01 | |
Q1  2009 | |||||
≡ | Thomas Gayner - Markel Group | Add 1.42% | 9,904 | 0.05 | |
Q4  2008 | |||||
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 11.11% | 60,000 | 0.41 | |
Q3  2008 | |||||
≡ | Thomas Gayner - Markel Group | Add 0.10% | 702 | 0.00 | |
Q2  2008 | |||||
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 20.00% | 90,000 | 0.40 | |
Q4  2007 | |||||
≡ | Thomas Gayner - Markel Group | Add 1.36% | 9,500 | 0.03 | |
Q3  2007 | |||||
≡ | Thomas Gayner - Markel Group | Add 20.15% | 117,270 | 0.45 | |
Q2  2007 | |||||
≡ | Thomas Gayner - Markel Group | Add 145.98% | 345,450 | 1.30 | |
≡ | Mairs & Power Growth Fund | Add 7.41% | 20,000 | 0.05 | |
Q1  2007 | |||||
≡ | Mairs & Power Growth Fund | Add 1250.00% | 250,000 | 0.67 | |
≡ | Thomas Gayner - Markel Group | Add 337.43% | 182,550 | 0.69 | |
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Buy | 450,000 | 1.16 |
* "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.