A detailed history of Concord Asset Management, Llc/Va transactions in United Parcel Service Inc stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 5,833 shares of UPS stock, worth $781,155. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,833
Previous 12,289 52.53%
Holding current value
$781,155
Previous $1.68 Billion 52.71%
% of portfolio
0.18%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$123.32 - $147.38 $796,153 - $951,485
-6,456 Reduced 52.53%
5,833 $795 Million
Q2 2024

Nov 06, 2024

BUY
$134.2 - $152.27 $180,767 - $205,107
1,347 Added 12.31%
12,289 $1.68 Billion
Q1 2024

Nov 06, 2024

BUY
$139.08 - $161.22 $379,688 - $440,130
2,730 Added 33.24%
10,942 $1.63 Billion
Q4 2023

Nov 06, 2024

BUY
$134.83 - $162.94 $345,838 - $417,941
2,565 Added 45.42%
8,212 $1.29 Billion
Q3 2023

Nov 06, 2024

BUY
$151.9 - $188.34 $384,762 - $477,065
2,533 Added 81.34%
5,647 $880 Million
Q2 2023

Nov 06, 2024

BUY
$166.61 - $196.03 $110,962 - $130,555
666 Added 27.21%
3,114 $558 Million
Q1 2023

Nov 06, 2024

BUY
$173.82 - $193.99 $425,511 - $474,887
2,448 New
2,448 $475 Million

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $97.7B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Concord Asset Management, Llc/Va Portfolio

Follow Concord Asset Management, Llc/Va and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Asset Management, Llc/Va, based on Form 13F filings with the SEC.

News

Stay updated on Concord Asset Management, Llc/Va with notifications on news.