Schwarz Dygos Wheeler Investment Advisors LLC United Parcel Service Inc Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$369 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$173.82 - $193.99 $3,824 - $4,267	22 Added 1.84%	1,219 $236,000
Q4 2022 Feb 08, 2023	BUY	$159.14 - $190.36 $190,490 - $227,860	1,197 New	1,197 $208,000

Others Institutions Holding UPS

# of Institutions

2,431

Shares Held

524M

Call Options Held

13.8M

Put Options Held

12.9M

Vanguard Group Inc Valley Forge, PA

63.9M
Shares

$8.56 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

55.4M
Shares

$7.41 Billion
0.17% of portfolio
State Street Corp Boston, MA

29M
Shares

$3.88 Billion
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

23.7M
Shares

$3.18 Billion
0.29% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

20.6M
Shares

$2.76 Billion
0.54% of portfolio

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 $97.7B
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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