A detailed history of First Foundation Advisors transactions in United Parcel Service Inc stock. As of the latest transaction made, First Foundation Advisors holds 320,274 shares of UPS stock, worth $40.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
320,274
Previous 346,901 7.68%
Holding current value
$40.3 Million
Previous $47.5 Million 8.05%
% of portfolio
1.69%
Previous 1.86%

Shares

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

Nov 13, 2024

SELL
$123.32 - $147.38 $3.28 Million - $3.92 Million
-26,627 Reduced 7.68%
320,274 $43.7 Million
Q2 2024

Aug 06, 2024

SELL
$134.2 - $152.27 $1.87 Million - $2.12 Million
-13,927 Reduced 3.86%
346,901 $47.5 Million
Q1 2024

May 09, 2024

SELL
$139.08 - $161.22 $477,600 - $553,629
-3,434 Reduced 0.94%
360,828 $53.6 Million
Q4 2023

Feb 14, 2024

SELL
$134.83 - $162.94 $385,613 - $466,008
-2,860 Reduced 0.78%
364,262 $57.3 Million
Q3 2023

Nov 15, 2023

SELL
$151.9 - $188.34 $54,835 - $67,990
-361 Reduced 0.1%
367,122 $57.2 Million
Q2 2023

Aug 14, 2023

SELL
$166.61 - $196.03 $40,819 - $48,027
-245 Reduced 0.07%
367,483 $65.9 Million
Q1 2023

May 12, 2023

SELL
$173.82 - $193.99 $176,601 - $197,093
-1,016 Reduced 0.28%
367,728 $71.3 Million
Q4 2022

Feb 14, 2023

BUY
$159.14 - $190.36 $37,238 - $44,544
234 Added 0.06%
368,744 $64.1 Million
Q3 2022

Nov 10, 2022

BUY
$161.54 - $208.05 $25,361 - $32,663
157 Added 0.04%
368,510 $59.5 Million
Q2 2022

Aug 12, 2022

SELL
$167.39 - $206.64 $757,774 - $935,459
-4,527 Reduced 1.21%
368,353 $67.2 Million
Q1 2022

May 05, 2022

SELL
$194.83 - $232.11 $398,037 - $474,200
-2,043 Reduced 0.54%
372,880 $80 Million
Q4 2021

Feb 14, 2022

SELL
$178.42 - $218.07 $144,163 - $176,200
-808 Reduced 0.22%
374,923 $80.4 Million
Q3 2021

Nov 15, 2021

BUY
$182.1 - $214.26 $38.8 Million - $45.7 Million
213,250 Added 131.25%
375,731 $68.4 Million
Q2 2021

Aug 13, 2021

BUY
$171.28 - $217.5 $213,072 - $270,570
1,244 Added 0.77%
162,481 $33.8 Million
Q1 2021

May 18, 2021

SELL
$155.0 - $169.99 $1.36 Million - $1.5 Million
-8,801 Reduced 5.18%
161,237 $27.4 Million
Q4 2020

Feb 16, 2021

BUY
$155.78 - $176.54 $562,365 - $637,309
3,610 Added 2.17%
170,038 $28.6 Million
Q3 2020

Nov 12, 2020

SELL
$113.76 - $168.9 $276,095 - $409,920
-2,427 Reduced 1.44%
166,428 $27.7 Million
Q2 2020

Aug 14, 2020

SELL
$90.0 - $111.18 $644,760 - $796,493
-7,164 Reduced 4.07%
168,855 $18.8 Million
Q1 2020

May 11, 2020

SELL
$86.17 - $118.61 $11.7 Million - $16.2 Million
-136,223 Reduced 43.63%
176,019 $16.4 Million
Q4 2019

Feb 11, 2020

BUY
$112.74 - $124.3 $10,935 - $12,057
97 Added 0.03%
312,242 $36.6 Million
Q3 2019

Nov 12, 2019

SELL
$101.62 - $122.85 $11.6 Million - $14.1 Million
-114,446 Reduced 26.83%
312,145 $37.4 Million
Q2 2019

Aug 14, 2019

SELL
$92.92 - $114.49 $2.08 Million - $2.56 Million
-22,382 Reduced 4.99%
426,591 $44.1 Million
Q1 2019

May 13, 2019

SELL
$94.45 - $112.13 $570,383 - $677,153
-6,039 Reduced 1.33%
448,973 $50.2 Million
Q4 2018

Feb 14, 2019

SELL
$89.89 - $118.78 $911,394 - $1.2 Million
-10,139 Reduced 2.18%
455,012 $44.4 Million
Q3 2018

Nov 13, 2018

SELL
$105.76 - $124.66 $962,204 - $1.13 Million
-9,098 Reduced 1.92%
465,151 $54.3 Million
Q2 2018

Aug 14, 2018

SELL
$103.84 - $118.34 $7.4 Million - $8.44 Million
-71,286 Reduced 13.07%
474,249 $50.4 Million
Q1 2018

May 15, 2018

SELL
$101.66 - $134.09 $832,595 - $1.1 Million
-8,190 Reduced 1.48%
545,535 $57.1 Million
Q4 2017

Feb 14, 2018

SELL
$112.55 - $123.72 $2.41 Million - $2.64 Million
-21,376 Reduced 3.72%
553,725 $66 Million
Q3 2017

Nov 14, 2017

BUY
$110.17 - $120.09 $10.8 Million - $11.7 Million
97,772 Added 20.48%
575,101 $69.1 Million
Q2 2017

Aug 14, 2017

BUY
N/A
477,329
477,329 $52.8 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 $91.7B
  • 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 First Foundation Advisors Portfolio

Follow First Foundation Advisors 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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.