Evercore Wealth Management, LLC United Parcel Service Inc Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 45,237 shares of UPS stock, worth $6.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
45,237
Previous 58,278 22.38%
Holding current value
$6.1 Million
Previous $7.98 Million 22.7%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Nov 14, 2024
SELL
$123.32 - $147.38 $1.61 Million - $1.92 Million
-13,041 Reduced 22.38%
45,237 $6.17 Million
Q2 2024

Aug 14, 2024
SELL
$134.2 - $152.27 $312,417 - $354,484
-2,328 Reduced 3.84%
58,278 $7.98 Million
Q1 2024

May 15, 2024
SELL
$139.08 - $161.22 $330,593 - $383,219
-2,377 Reduced 3.77%
60,606 $9.01 Million
Q4 2023

Feb 14, 2024
SELL
$134.83 - $162.94 $1.9 Million - $2.29 Million
-14,076 Reduced 18.27%
62,983 $9.9 Million
Q3 2023

Nov 14, 2023
SELL
$151.9 - $188.34 $607,448 - $753,171
-3,999 Reduced 4.93%
77,059 $12 Million
Q2 2023

Aug 04, 2023
SELL
$166.61 - $196.03 $192,934 - $227,002
-1,158 Reduced 1.41%
81,058 $14.5 Million
Q1 2023

May 15, 2023
BUY
$173.82 - $193.99 $6.59 Million - $7.35 Million
37,902 Added 85.53%
82,216 $15.9 Million
Q4 2022

Feb 14, 2023
BUY
$159.14 - $190.36 $489,037 - $584,976
3,073 Added 7.45%
44,314 $7.7 Million
Q3 2022

Nov 14, 2022
BUY
$161.54 - $208.05 $8,238 - $10,610
51 Added 0.12%
41,241 $6.66 Million
Q2 2022

Aug 15, 2022
SELL
$167.39 - $206.64 $30,967 - $38,228
-185 Reduced 0.45%
41,190 $7.52 Million
Q1 2022

May 16, 2022
SELL
$194.83 - $232.11 $156,838 - $186,848
-805 Reduced 1.91%
41,375 $8.87 Million
Q4 2021

Feb 14, 2022
BUY
$178.42 - $218.07 $2,676 - $3,271
15 Added 0.04%
42,180 $9.04 Million
Q3 2021

Nov 15, 2021
SELL
$182.1 - $214.26 $134,754 - $158,552
-740 Reduced 1.72%
42,165 $7.68 Million
Q2 2021

Aug 16, 2021
SELL
$171.28 - $217.5 $608,900 - $773,212
-3,555 Reduced 7.65%
42,905 $8.92 Million
Q1 2021

May 17, 2021
SELL
$155.0 - $169.99 $729,585 - $800,142
-4,707 Reduced 9.2%
46,460 $7.9 Million
Q4 2020

Feb 16, 2021
SELL
$155.78 - $176.54 $43,462 - $49,254
-279 Reduced 0.54%
51,167 $8.62 Million
Q3 2020

Nov 16, 2020
SELL
$113.76 - $168.9 $433,539 - $643,677
-3,811 Reduced 6.9%
51,446 $8.57 Million
Q2 2020

Aug 13, 2020
SELL
$90.0 - $111.18 $357,750 - $441,940
-3,975 Reduced 6.71%
55,257 $6.14 Million
Q1 2020

May 14, 2020
SELL
$86.17 - $118.61 $552,694 - $760,764
-6,414 Reduced 9.77%
59,232 $5.53 Million
Q4 2019

Feb 13, 2020
SELL
$112.74 - $124.3 $206,088 - $227,220
-1,828 Reduced 2.71%
65,646 $7.68 Million
Q3 2019

Nov 14, 2019
BUY
$101.62 - $122.85 $244,192 - $295,208
2,403 Added 3.69%
67,474 $8.09 Million
Q2 2019

Aug 13, 2019
BUY
$92.92 - $114.49 $514,033 - $633,358
5,532 Added 9.29%
65,071 $6.72 Million
Q1 2019

May 14, 2019
SELL
$94.45 - $112.13 $795,363 - $944,246
-8,421 Reduced 12.39%
59,539 $6.65 Million
Q4 2018

Feb 13, 2019
SELL
$89.89 - $118.78 $107,508 - $142,060
-1,196 Reduced 1.73%
67,960 $6.63 Million
Q3 2018

Nov 13, 2018
SELL
$105.76 - $124.66 $601,668 - $709,190
-5,689 Reduced 7.6%
69,156 $8.07 Million
Q2 2018

Aug 14, 2018
BUY
$103.84 - $118.34 $64,900 - $73,962
625 Added 0.84%
74,845 $7.95 Million
Q1 2018

May 15, 2018
SELL
$101.66 - $134.09 $332,834 - $439,010
-3,274 Reduced 4.22%
74,220 $7.77 Million
Q4 2017

Feb 13, 2018
BUY
$112.55 - $123.72 $151,829 - $166,898
1,349 Added 1.77%
77,494 $9.23 Million
Q3 2017

Nov 13, 2017
BUY
$110.17 - $120.09 $8.39 Million - $9.14 Million
76,145
76,145 $9.15 Million

Others Institutions Holding UPS

# of Institutions
2,445
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $98.4B
  • 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 Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email