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 6,244 shares of UPS stock, worth $851,369. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,244
Previous 6,281 0.59%
Holding current value
$851,369
Previous $979,000 0.2%
% of portfolio
0.02%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $99.5B
  • 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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