UPS Stock Ownership Activity

UNITED PARCEL SERVICE-CL B 13F holders

2 value investing gurus have made changes to the UNITED PARCEL SERVICE-CL B (UPS) position according to the gurus' latest SEC quarterly report(s). UPS has been completely sold out by 1 guru(s), the number of UPS shares has been increased by 1 super investor(s).

Which gurus or hedge funds are buying UPS now?

According to the latest SEC filing(s) UNITED PARCEL SERVICE-CL B (UPS) has been bought by Robert Olstein - Olstein Capital Management (added shares +14.71%).

To see more about who is investing in UNITED PARCEL SERVICE-CL B (UPS), please go to the UPS ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q3 (2 results)
Robert Olstein
Olstein Capital Management
+14.71%
+8,750
+0.23%
1.58%
David Tepper
Appaloosa Management
-100.00%
-605,000
-1.23%
0.00%
Current price: $131.37 3.65% AVG reported price*: $136.35
2024 Q2 (3 results)
Robert Olstein
Olstein Capital Management
+17.24%
+10,000
+0.24%
1.66%
David Tepper
Appaloosa Management
+0.83%
+5,000
+0.01%
0.00%
Eric H. Schoenstein
Jensen Investment Management
-0.42%
-100
-0.00%
0.03%
Current price: $131.37 4.01% AVG reported price*: $136.85
2024 Q1 (4 results)
Robert Olstein
Olstein Capital Management
+20.83%
+10,000
+0.24%
1.41%
David Tepper
Appaloosa Management
+20.00%
+100,000
+0.22%
1.33%
Eric H. Schoenstein
Jensen Investment Management
-40.67%
-16,396
-0.02%
0.03%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-8,199,127
-4.80%
0.00%
Current price: $131.37 11.61% AVG reported price*: $148.63
2023 Q4 (3 results)
David Tepper
Appaloosa Management
buy
+345,000
+1.39%
0.96%
Ole Andreas Halvorsen
Viking Global Investors
+23.10%
+1,538,643
+0.89%
0.00%
Eric H. Schoenstein
Jensen Investment Management
-10.19%
-4,575
-0.01%
0.05%
Current price: $131.37 16.45% AVG reported price*: $157.23
2023 Q3 (5 results)
Ole Andreas Halvorsen
Viking Global Investors
+649.05%
+5,771,294
+3.66%
4.23%
Robert Olstein
Olstein Capital Management
+2.13%
+1,000
+0.03%
1.28%
Bill Gates
Bill & Melinda Gates Foundation Trust
+1.94%
+14,400
+0.01%
0.30%
Eric H. Schoenstein
Jensen Investment Management
-96.98%
-1,175,898
-1.78%
0.05%
Warren Buffett
Berkshire Hathaway
-100.00%
-59,400
-0.00%
0.00%
Current price: $131.37 15.72% AVG reported price*: $155.87
2023 Q2 (4 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+889,190
+0.65%
0.65%
Robert Olstein
Olstein Capital Management
+2.17%
+810
+0.03%
1.10%
Eric H. Schoenstein
Jensen Investment Management
+0.99%
+14,565
+0.02%
1.96%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-233,998
-0.93%
0.00%
Current price: $131.37 26.71% AVG reported price*: $179.25
2023 Q1 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+233,998
+0.94%
0.00%
Eric H. Schoenstein
Jensen Investment Management
-3.51%
-53,596
-0.08%
2.22%
Robert Olstein
Olstein Capital Management
-8.00%
-4,000
-0.12%
1.40%
Current price: $131.37 31.77% AVG reported price*: $192.55
2022 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+20.25%
+226,218
+0.35%
1.83%
Current price: $131.37 24.43% Reported price*: $173.84
2022 Q3 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-0.29%
-3,630
-0.01%
1.79%
Robert Olstein
Olstein Capital Management
-3.85%
-2,000
-0.05%
1.35%
Current price: $131.37 18.68% AVG reported price*: $161.54
2022 Q2 (2 results)
Robert Olstein
Olstein Capital Management
+26.83%
+11,000
+0.30%
1.42%
Eric H. Schoenstein
Jensen Investment Management
+3.08%
+19,793
+0.06%
1.00%
Current price: $131.37 28.03% AVG reported price*: $182.54
2022 Q1 (3 results)
Eric H. Schoenstein
Jensen Investment Management
+0.65%
+8,015
+0.01%
1.98%
Robert Olstein
Olstein Capital Management
-17.17%
-8,500
-0.23%
1.10%
Bill Gates
Bill & Melinda Gates Foundation Trust
-67.57%
-1,142,061
-1.67%
0.59%
Current price: $131.37 38.74% AVG reported price*: $214.46
2021 Q4 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-0.72%
-8,906
-0.01%
1.85%
Robert Olstein
Olstein Capital Management
-2.94%
-1,125
-0.04%
0.95%
Current price: $131.37 38.71% AVG reported price*: $214.34
2021 Q3 (3 results)
Robert Olstein
Olstein Capital Management
+30.77%
+9,120
+0.27%
0.86%
Eric H. Schoenstein
Jensen Investment Management
-10.36%
-142,840
-0.21%
1.78%
Bill Gates
Bill & Melinda Gates Foundation Trust
-18.48%
-517,775
-0.41%
1.79%
Current price: $131.37 27.86% AVG reported price*: $182.10
2021 Q2 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-4.90%
-60,776
-0.11%
1.85%
Robert Olstein
Olstein Capital Management
-13.33%
-6,000
-0.16%
1.02%
Current price: $131.37 36.83% AVG reported price*: $207.97
2021 Q1 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-0.12%
-1,745
-0.00%
1.97%
Bill Gates
Bill & Melinda Gates Foundation Trust
-38.09%
-1,723,539
-1.40%
2.27%
Current price: $131.37 22.72% AVG reported price*: $169.99
2020 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-34.04%
-749,166
-1.05%
2.03%
Current price: $131.37 21.99% Reported price*: $168.40
2020 Q3 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-27.10%
-818,015
-1.21%
3.25%
Robert Olstein
Olstein Capital Management
-27.42%
-14,110
-0.51%
1.13%
Current price: $131.37 21.16% AVG reported price*: $166.63
2020 Q2 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-0.73%
-22,320
-0.02%
3.21%
Robert Olstein
Olstein Capital Management
-26.19%
-22,000
-0.46%
1.29%
Current price: $131.37 18.16% AVG reported price*: $111.18
2020 Q1 (3 results)
Robert Olstein
Olstein Capital Management
+29.23%
+16,435
+0.39%
1.49%
Eric H. Schoenstein
Jensen Investment Management
+12.42%
+255,424
+0.35%
2.42%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-2,210,690
-2.68%
0.00%
Current price: $131.37 40.63% AVG reported price*: $93.42
49 of 113

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.