A detailed history of Summit Asset Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Summit Asset Management, LLC holds 3,727 shares of UPS stock, worth $505,194. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,727
Previous 3,552 4.93%
Holding current value
$505,194
Previous $558,000 0.9%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 06, 2024

BUY
$139.08 - $161.22 $24,339 - $28,213
175 Added 4.93%
3,727 $553,000
Q4 2023

Feb 06, 2024

SELL
$134.83 - $162.94 $2,561 - $3,095
-19 Reduced 0.53%
3,552 $558,000
Q2 2023

Aug 07, 2023

SELL
$166.61 - $196.03 $1,332 - $1,568
-8 Reduced 0.22%
3,571 $640,000
Q3 2022

Nov 07, 2022

BUY
$161.54 - $208.05 $9,692 - $12,483
60 Added 1.71%
3,579 $578,000
Q2 2022

Aug 10, 2022

BUY
$167.39 - $206.64 $29,293 - $36,162
175 Added 5.23%
3,519 $642,000
Q2 2021

Aug 06, 2021

BUY
$171.28 - $217.5 $171 - $217
1 Added 0.03%
3,344 $695,000
Q3 2020

Nov 06, 2020

BUY
$113.76 - $168.9 $9,214 - $13,680
81 Added 2.48%
3,343 $557,000
Q2 2020

Aug 07, 2020

BUY
$90.0 - $111.18 $1,530 - $1,890
17 Added 0.52%
3,262 $363,000
Q1 2020

May 08, 2020

BUY
$86.17 - $118.61 $13,184 - $18,147
153 Added 4.95%
3,245 $303,000
Q2 2019

Aug 07, 2019

BUY
$92.92 - $114.49 $1,115 - $1,373
12 Added 0.39%
3,092 $319,000
Q1 2019

May 07, 2019

BUY
$94.45 - $112.13 $6,611 - $7,849
70 Added 2.33%
3,080 $344,000
Q1 2018

May 07, 2018

BUY
$101.66 - $134.09 $6,099 - $8,045
60 Added 2.03%
3,010 $315,000
Q3 2017

Nov 09, 2017

BUY
$110.17 - $120.09 $325,001 - $354,265
2,950
2,950 $354,000

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 $98.9B
  • 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
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