A detailed history of Schechter Investment Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 6,056 shares of UPS stock, worth $879,210. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,056
Previous 7,483 19.07%
Holding current value
$879,210
Previous $1.18 Million 23.47%
% of portfolio
0.09%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$139.08 - $161.22 $198,467 - $230,060
-1,427 Reduced 19.07%
6,056 $900,000
Q4 2023

Jan 17, 2024

BUY
$134.83 - $162.94 $79,010 - $95,482
586 Added 8.5%
7,483 $1.18 Million
Q3 2023

Nov 06, 2023

SELL
$151.9 - $188.34 $130,330 - $161,595
-858 Reduced 11.06%
6,897 $1.08 Million
Q2 2023

Jul 26, 2023

SELL
$166.61 - $196.03 $119,459 - $140,553
-717 Reduced 8.46%
7,755 $1.39 Million
Q1 2023

Apr 28, 2023

SELL
$173.82 - $193.99 $148,268 - $165,473
-853 Reduced 9.15%
8,472 $1.64 Million
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $119,354 - $142,770
750 Added 8.75%
9,325 $1.62 Million
Q3 2022

Nov 04, 2022

SELL
$161.54 - $208.05 $33,438 - $43,066
-207 Reduced 2.36%
8,575 $1.39 Million
Q2 2022

Nov 03, 2022

BUY
$167.39 - $206.64 $1.47 Million - $1.81 Million
8,782 New
8,782 $1.6 Million
Q1 2022

Nov 18, 2022

BUY
$194.83 - $232.11 $260,487 - $310,331
1,337 Added 15.59%
9,912 $2.13 Million
Q4 2021

Dec 27, 2022

BUY
$178.42 - $218.07 $232,838 - $284,581
1,305 Added 15.22%
9,880 $2.12 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 $106B
  • 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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.