Steward Partners Investment Advisory, LLC United Parcel Service Inc Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 68,073 shares of UPS stock, worth $8.67 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
68,073
Previous 56,900 19.64%
Holding current value
$8.67 Million
Previous $7.79 Million 19.15%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 14, 2024
BUY
$123.32 - $147.38 $1.38 Million - $1.65 Million
11,173 Added 19.64%
68,073 $9.28 Million
Q2 2024

Aug 08, 2024
SELL
$134.2 - $152.27 $1.06 Million - $1.2 Million
-7,911 Reduced 12.21%
56,900 $7.79 Million
Q1 2024

May 15, 2024
SELL
$139.08 - $161.22 $174,684 - $202,492
-1,256 Reduced 1.9%
64,811 $9.63 Million
Q4 2023

Feb 12, 2024
BUY
$134.83 - $162.94 $50,561 - $61,102
375 Added 0.57%
66,067 $10.4 Million
Q3 2023

Nov 13, 2023
BUY
$151.9 - $188.34 $174,988 - $216,967
1,152 Added 1.78%
65,692 $10.2 Million
Q2 2023

Aug 14, 2023
BUY
$166.61 - $196.03 $376,205 - $442,635
2,258 Added 3.63%
64,540 $11.6 Million
Q1 2023

May 15, 2023
BUY
$173.82 - $193.99 $73,873 - $82,445
425 Added 0.69%
62,282 $12.1 Million
Q4 2022

Feb 15, 2023
BUY
$159.14 - $190.36 $28,326 - $33,884
178 Added 0.29%
61,857 $10.8 Million
Q3 2022

Nov 10, 2022
SELL
$161.54 - $208.05 $43,938 - $56,589
-272 Reduced 0.44%
61,679 $9.96 Million
Q2 2022

Aug 04, 2022
SELL
$167.39 - $206.64 $525,102 - $648,229
-3,137 Reduced 4.82%
61,951 $11.3 Million
Q1 2022

May 02, 2022
SELL
$194.83 - $232.11 $882,190 - $1.05 Million
-4,528 Reduced 6.5%
65,088 $14 Million
Q4 2021

Feb 08, 2022
BUY
$178.42 - $218.07 $952,762 - $1.16 Million
5,340 Added 8.31%
69,616 $14.9 Million
Q3 2021

Nov 12, 2021
BUY
$182.1 - $214.26 $579,624 - $681,989
3,183 Added 5.21%
64,276 $11.7 Million
Q2 2021

Aug 13, 2021
SELL
$171.28 - $217.5 $1.64 Million - $2.08 Million
-9,547 Reduced 13.52%
61,093 $12.7 Million
Q1 2021

May 14, 2021
BUY
$155.0 - $169.99 $3.07 Million - $3.37 Million
19,810 Added 38.97%
70,640 $12 Million
Q4 2020

Feb 11, 2021
BUY
$155.78 - $176.54 $265,916 - $301,353
1,707 Added 3.47%
50,830 $8.56 Million
Q3 2020

Oct 30, 2020
BUY
$113.76 - $168.9 $568,800 - $844,500
5,000 Added 11.33%
49,123 $8.19 Million
Q2 2020

Aug 06, 2020
BUY
$90.0 - $111.18 $985,050 - $1.22 Million
10,945 Added 32.99%
44,123 $4.91 Million
Q1 2020

Apr 29, 2020
BUY
$86.17 - $118.61 $533,392 - $734,195
6,190 Added 22.94%
33,178 $3.1 Million
Q4 2019

Jan 17, 2020
BUY
$112.74 - $124.3 $304,172 - $335,361
2,698 Added 11.11%
26,988 $3.16 Million
Q3 2019

Oct 30, 2019
BUY
$101.62 - $122.85 $179,156 - $216,584
1,763 Added 7.83%
24,290 $2.91 Million
Q2 2019

Jul 25, 2019
SELL
$92.92 - $114.49 $72,570 - $89,416
-781 Reduced 3.35%
22,527 $2.33 Million
Q1 2019

Apr 30, 2019
BUY
$94.45 - $112.13 $131,852 - $156,533
1,396 Added 6.37%
23,308 $2.6 Million
Q4 2018

Jan 15, 2019
SELL
$89.89 - $118.78 $222,747 - $294,336
-2,478 Reduced 10.16%
21,912 $2.14 Million
Q3 2018

Oct 23, 2018
SELL
$105.76 - $124.66 $154,515 - $182,128
-1,461 Reduced 5.65%
24,390 $2.85 Million
Q2 2018

Jul 20, 2018
BUY
$103.84 - $118.34 $1.14 Million - $1.3 Million
10,972 Added 73.74%
25,851 $2.75 Million
Q1 2018

Apr 20, 2018
SELL
$101.66 - $134.09 $1.87 Million - $2.46 Million
-18,347 Reduced 55.22%
14,879 $1.56 Million
Q4 2017

Jan 19, 2018
SELL
$112.55 - $123.72 $1.64 Million - $1.8 Million
-14,550 Reduced 30.45%
33,226 $3.96 Million
Q3 2017

Nov 22, 2017
BUY
$110.17 - $120.09 $4.51 Million - $4.92 Million
40,937 Added 598.58%
47,776 $5.74 Million
Q2 2017

Nov 22, 2017
BUY
N/A
5,219 Added 322.16%
6,839 $756,000
Q1 2017

Nov 22, 2017
BUY
N/A
581 Added 55.92%
1,620 $173,000
Q4 2016

Nov 22, 2017
BUY
N/A
1,039
1,039 $119,000

Others Institutions Holding UPS

# of Institutions
2,447
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $92.9B
  • 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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email