A detailed history of Morningstar Investment Management LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Morningstar Investment Management LLC holds 4,957 shares of UPS stock, worth $668,996. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,957
Previous 4,959 0.04%
Holding current value
$668,996
Previous $679,000 1.77%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$123.32 - $147.38 $246 - $294
-2 Reduced 0.04%
4,957 $667,000
Q4 2023

Feb 13, 2024

BUY
$134.83 - $162.94 $2,157 - $2,607
16 Added 0.32%
4,959 $780,000
Q3 2023

Apr 09, 2024

BUY
$151.9 - $188.34 $48,759 - $60,457
321 Added 6.95%
4,943 $770,000
Q3 2023

Nov 14, 2023

BUY
$151.9 - $188.34 $48,759 - $60,457
321 Added 6.95%
4,943 $770,000
Q2 2023

Apr 09, 2024

BUY
$166.61 - $196.03 $376,038 - $442,439
2,257 Added 95.43%
4,622 $828,000
Q2 2023

Aug 14, 2023

BUY
$166.61 - $196.03 $376,038 - $442,439
2,257 Added 95.43%
4,622 $828,000
Q1 2023

Apr 09, 2024

SELL
$173.82 - $193.99 $450,889 - $503,210
-2,594 Reduced 52.31%
2,365 $459,000
Q4 2022

Apr 05, 2024

SELL
$159.14 - $190.36 $412,809 - $493,793
-2,594 Reduced 52.31%
2,365 $411,000
Q4 2022

Feb 10, 2023

BUY
$159.14 - $190.36 $376,366 - $450,201
2,365 New
2,365 $411,000

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 $98.5B
  • 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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