Moneta Group Investment Advisors LLC United Parcel Service Inc Transaction History

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 82,897 shares of UPS stock, worth $11.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
82,897
Previous 83,263 0.44%
Holding current value
$11.1 Million
Previous $12.4 Million 8.33%
% of portfolio
0.18%
Previous 0.2%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$134.2 - $152.27 $49,117 - $55,730
-366 Reduced 0.44%
82,897 $11.3 Million
Q1 2024

Aug 13, 2024
BUY
$139.08 - $161.22 $10.7 Million - $12.4 Million
77,019 Added 1233.49%
83,263 $12.4 Million
Q4 2023

Feb 15, 2024
SELL
$134.83 - $162.94 $4,988 - $6,028
-37 Reduced 0.59%
6,244 $981,000
Q3 2023

Nov 15, 2023
BUY
$151.9 - $188.34 $19,747 - $24,484
130 Added 2.11%
6,281 $979,000
Q2 2023

Aug 15, 2023
BUY
$166.61 - $196.03 $195,933 - $230,531
1,176 Added 23.64%
6,151 $1.1 Million
Q1 2023

May 15, 2023
BUY
$173.82 - $193.99 $158,002 - $176,336
909 Added 22.36%
4,975 $965,000
Q4 2022

Feb 16, 2023
SELL
$159.14 - $190.36 $670 Million - $802 Million
-4,211,344 Reduced 99.9%
4,216 $732,000
Q4 2022

Feb 16, 2023
SELL
$159.14 - $190.36 $23,870 - $28,554
-150 Reduced 3.56%
4,066 $706,000
Q4 2022

Feb 15, 2023
BUY
$159.14 - $190.36 $670 Million - $802 Million
4,211,580 Added 105818.59%
4,215,560 $733 Million
Q3 2022

Nov 14, 2022
SELL
$161.54 - $208.05 $156,209 - $201,184
-967 Reduced 19.55%
3,980 $643,000
Q2 2022

Aug 15, 2022
BUY
$167.39 - $206.64 $28,121 - $34,715
168 Added 3.52%
4,947 $903,000
Q1 2022

May 11, 2022
BUY
$194.83 - $232.11 $269,449 - $321,008
1,383 Added 40.72%
4,779 $1.03 Million
Q4 2021

Feb 11, 2022
SELL
$178.42 - $218.07 $1.34 Million - $1.64 Million
-7,499 Reduced 68.83%
3,396 $728,000
Q3 2021

Nov 12, 2021
SELL
$182.1 - $214.26 $10,743 - $12,641
-59 Reduced 0.54%
10,895 $1.98 Million
Q2 2021

Aug 13, 2021
BUY
$171.28 - $217.5 $147,129 - $186,832
859 Added 8.51%
10,954 $2.28 Million
Q1 2021

May 14, 2021
BUY
$155.0 - $169.99 $65,410 - $71,735
422 Added 4.36%
10,095 $1.72 Million
Q4 2020

Feb 12, 2021
BUY
$155.78 - $176.54 $57,794 - $65,496
371 Added 3.99%
9,673 $1.63 Million
Q3 2020

Nov 13, 2020
SELL
$113.76 - $168.9 $58,131 - $86,307
-511 Reduced 5.21%
9,302 $1.55 Million
Q2 2020

Aug 12, 2020
BUY
$90.0 - $111.18 $65,250 - $80,605
725 Added 7.98%
9,813 $1.09 Million
Q1 2020

May 13, 2020
BUY
$86.17 - $118.61 $657,994 - $905,705
7,636 Added 525.9%
9,088 $849,000
Q4 2019

Feb 11, 2020
BUY
$112.74 - $124.3 $27,283 - $30,080
242 Added 20.0%
1,452 $170,000
Q3 2019

Nov 12, 2019
BUY
$101.62 - $122.85 $10,670 - $12,899
105 Added 9.5%
1,210 $145,000
Q2 2018

Aug 15, 2018
SELL
$103.84 - $118.34 $1.55 Million - $1.76 Million
-14,891 Reduced 93.09%
1,105 $117,000
Q2 2018

Aug 14, 2018
BUY
$103.84 - $118.34 $1.61 Million - $1.83 Million
15,491 Added 3067.52%
15,996 $1.89 Million
Q1 2018

May 14, 2018
SELL
$101.66 - $134.09 $337,612 - $445,312
-3,321 Reduced 86.8%
505 $53,000
Q4 2017

Feb 13, 2018
SELL
$112.55 - $123.72 $13,506 - $14,846
-120 Reduced 3.04%
3,826 $456,000
Q3 2017

Nov 13, 2017
BUY
$110.17 - $120.09 $434,730 - $473,875
3,946
3,946 $474,000

Others Institutions Holding UPS

# of Institutions
2,431
Shares Held
524M
Call Options Held
13.8M
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 $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
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