A detailed history of Sc&H Financial Advisors, Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 5,273 shares of UPS stock, worth $715,440. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,273
Previous 5,271 0.04%
Holding current value
$715,440
Previous $721,000 0.42%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 24, 2024

BUY
$123.32 - $147.38 $246 - $294
2 Added 0.04%
5,273 $718,000
Q2 2024

Aug 01, 2024

BUY
$134.2 - $152.27 $21,203 - $24,058
158 Added 3.09%
5,271 $721,000
Q1 2024

May 02, 2024

BUY
$139.08 - $161.22 $139,080 - $161,220
1,000 Added 24.31%
5,113 $759,000
Q3 2023

Oct 30, 2023

BUY
$151.9 - $188.34 $151 - $188
1 Added 0.02%
4,113 $641,000
Q2 2023

Aug 07, 2023

SELL
$166.61 - $196.03 $1,332 - $1,568
-8 Reduced 0.19%
4,112 $737,000
Q1 2023

May 12, 2023

BUY
$173.82 - $193.99 $716,138 - $799,238
4,120 New
4,120 $799,000
Q2 2022

Aug 10, 2022

BUY
$167.39 - $206.64 $16,739 - $20,664
100 Added 3.57%
2,900 $529,000
Q1 2022

May 10, 2022

BUY
$194.83 - $232.11 $19,483 - $23,211
100 Added 3.7%
2,800 $600,000
Q4 2021

Feb 10, 2022

BUY
$178.42 - $218.07 $481,733 - $588,789
2,700 New
2,700 $579,000

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 $99B
  • 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 Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. 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 Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.