A detailed history of Wharton Business Group, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Wharton Business Group, LLC holds 2,845 shares of UPS stock, worth $381,002. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,845
Previous 11,923 76.14%
Holding current value
$381,002
Previous $1.77 Million 78.05%
% of portfolio
0.02%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$134.2 - $152.27 $1.22 Million - $1.38 Million
-9,078 Reduced 76.14%
2,845 $389,000
Q1 2024

May 13, 2024

BUY
$139.08 - $161.22 $41,028 - $47,559
295 Added 2.54%
11,923 $1.77 Million
Q4 2023

Feb 07, 2024

SELL
$134.83 - $162.94 $2.93 Million - $3.55 Million
-21,765 Reduced 65.18%
11,628 $1.83 Million
Q3 2023

Nov 06, 2023

BUY
$151.9 - $188.34 $2.72 Million - $3.38 Million
17,925 Added 115.88%
33,393 $5.21 Million
Q2 2023

Aug 07, 2023

SELL
$166.61 - $196.03 $224,090 - $263,660
-1,345 Reduced 8.0%
15,468 $2.77 Million
Q4 2022

Feb 13, 2023

BUY
$159.14 - $190.36 $3,978 - $4,759
25 Added 0.15%
16,813 $2.92 Million
Q3 2022

Oct 31, 2022

BUY
$161.54 - $208.05 $57,346 - $73,857
355 Added 2.16%
16,788 $2.71 Million
Q2 2022

Aug 09, 2022

BUY
$167.39 - $206.64 $1.3 Million - $1.6 Million
7,745 Added 89.15%
16,433 $3 Million
Q1 2022

May 18, 2022

BUY
$194.83 - $232.11 $118,846 - $141,587
610 Added 7.55%
8,688 $1.86 Million
Q4 2021

Feb 10, 2022

BUY
$178.42 - $218.07 $1.44 Million - $1.76 Million
8,078 New
8,078 $1.73 Million
Q3 2021

Nov 09, 2021

SELL
$182.1 - $214.26 $468,543 - $551,290
-2,573 Closed
0 $0
Q2 2021

Aug 11, 2021

BUY
$171.28 - $217.5 $200,397 - $254,475
1,170 Added 83.39%
2,573 $535,000
Q1 2021

May 10, 2021

BUY
$155.0 - $169.99 $217,465 - $238,495
1,403 New
1,403 $238,000

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 $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
Track This Portfolio

Track Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, 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 Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.