Schechter Investment Advisors, LLC United Parcel Service Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

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 5,067 shares of UPS stock, worth $490,181. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,067

Previous 5,593 9.4%

Holding current value

$490,181

Previous $705,000 20.99%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$109.66 - $136.26 $57,681 - $71,672	-526 Reduced 9.4%	5,067 $557,000
Q4 2024 Feb 06, 2025	SELL	$122.65 - $138.35 $50,531 - $57,000	-412 Reduced 6.86%	5,593 $705,000
Q3 2024 Nov 12, 2024	SELL	$123.32 - $147.38 $261,931 - $313,035	-2,124 Reduced 26.13%	6,005 $818,000
Q2 2024 Aug 12, 2024	BUY	$134.2 - $152.27 $278,196 - $315,655	2,073 Added 34.23%	8,129 $1.11 Million
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

# of Institutions

2,543

Shares Held

496M

Call Options Held

14.7M

Put Options Held

14M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $70.6B
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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Schechter Investment Advisors, LLC United Parcel Service Inc Transaction History