UPS Stock Ownership Activity

UNITED PARCEL SERVICE-CL B 13F holders

4 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 bought (as a new position) by 1 guru(s), the number of UPS shares has been increased by 2, decreased 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 3 gurus: Ole Andreas Halvorsen - Viking Global Investors (added shares +23.1%), David Tepper - Appaloosa Management (new buy) and Robert Olstein - Olstein Capital Management (added shares +20.83%).

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
2019 Q1 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
-9.63%
-382,378
-0.42%
3.46%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-779,345
-0.39%
0.00%
Eric H. Schoenstein
Jensen Investment Management
+5.11%
+61,774
+0.11%
1.69%
Current price: $147.22 31.75% AVG reported price*: $111.74
2018 Q4 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-79.10%
-2,949,110
-1.59%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
+55.33%
+1,617,283
+1.45%
4.08%
Eric H. Schoenstein
Jensen Investment Management
-0.56%
-8,800
-0.01%
2.15%
Current price: $147.22 50.95% AVG reported price*: $97.53
2018 Q3 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-0.81%
-21,667
-0.02%
1.06%
C.T. Fitzpatrick
Vulcan Value Partners
+0.79%
+22,980
+0.02%
2.49%
Eric H. Schoenstein
Jensen Investment Management
+0.48%
+7,480
+0.01%
2.28%
Current price: $147.22 26.10% AVG reported price*: $116.75
2018 Q2 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+2,769,399
+2.38%
2.28%
Eric H. Schoenstein
Jensen Investment Management
-3.76%
-61,000
-0.09%
2.23%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.26%
-64,742
-0.02%
1.96%
Current price: $147.22 38.59% AVG reported price*: $106.23
2018 Q1 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+3,138,124
+2.00%
1.22%
Robert Olstein
Olstein Capital Management
-3.03%
-2,000
-0.03%
0.85%
Eric H. Schoenstein
Jensen Investment Management
+0.39%
+5,656
+0.01%
1.98%
Current price: $147.22 40.67% AVG reported price*: $104.66
2017 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+0.33%
+5,301
+0.01%
2.46%
Current price: $147.22 23.56% Reported price*: $119.15
2017 Q3 (2 results)
Robert Olstein
Olstein Capital Management
-1.49%
-945
-0.02%
0.97%
Eric H. Schoenstein
Jensen Investment Management
-0.31%
-4,950
-0.01%
2.61%
Current price: $147.22 22.59% AVG reported price*: $120.09
2017 Q2 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-3.13%
-52,190
-0.08%
2.45%
Current price: $147.22 33.12% Reported price*: $110.59
2017 Q1 (2 results)
Robert Olstein
Olstein Capital Management
+19.64%
+11,000
+0.15%
0.92%
Eric H. Schoenstein
Jensen Investment Management
-0.35%
-5,890
-0.01%
2.51%
Current price: $147.22 37.20% AVG reported price*: $107.30
2016 Q4 (2 results)
Robert Olstein
Olstein Capital Management
-6.67%
-4,000
-0.06%
0.83%
Eric H. Schoenstein
Jensen Investment Management
-0.14%
-2,330
-0.00%
2.81%
Current price: $147.22 28.42% AVG reported price*: $114.64
2016 Q3 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-0.12%
-2,028
-0.00%
2.74%
Current price: $147.22 34.62% Reported price*: $109.36
2016 Q2 (1 result)
Eric H. Schoenstein
Jensen Investment Management
-1.33%
-22,639
-0.04%
2.80%
Current price: $147.22 36.67% Reported price*: $107.72
2016 Q1 (4 results)
Edgar Wachenheim III
Greenhaven Associates
-100.00%
-2,044,758
-3.76%
0.00%
Eric H. Schoenstein
Jensen Investment Management
-5.90%
-106,630
-0.18%
2.86%
Robert Olstein
Olstein Capital Management
+22.45%
+7,699
+0.16%
0.59%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-2,225
-0.00%
0.00%
Current price: $147.22 39.59% AVG reported price*: $105.47
2015 Q4 (3 results)
Edgar Wachenheim III
Greenhaven Associates
-55.83%
-2,584,373
-4.73%
0.00%
Eric H. Schoenstein
Jensen Investment Management
+0.18%
+2,713
+0.01%
2.38%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+2,225
+0.00%
0.00%
Current price: $147.22 53.01% AVG reported price*: $96.21
2015 Q3 (3 results)
Edgar Wachenheim III
Greenhaven Associates
-3.83%
-184,285
-0.36%
9.12%
Robert Olstein
Olstein Capital Management
+8.89%
+4,000
+0.05%
0.60%
Eric H. Schoenstein
Jensen Investment Management
+0.76%
+13,600
+0.02%
3.13%
Current price: $147.22 49.17% AVG reported price*: $98.69
2015 Q2 (3 results)
Robert Olstein
Olstein Capital Management
buy
+45,000
+0.45%
0.45%
Edgar Wachenheim III
Greenhaven Associates
-3.48%
-173,800
-0.31%
8.53%
Eric H. Schoenstein
Jensen Investment Management
-0.67%
-7,800
-0.02%
1.80%
Current price: $147.22 51.91% AVG reported price*: $96.91
2015 Q1 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-26.18%
-412,128
-0.95%
1.72%
Edgar Wachenheim III
Greenhaven Associates
-3.78%
-196,015
-0.34%
8.71%
Current price: $147.22 51.87% AVG reported price*: $96.94
2014 Q4 (3 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
buy
+4,525,329
+2.52%
2.52%
Edgar Wachenheim III
Greenhaven Associates
+1.15%
+55,157
+0.12%
9.70%
Eric H. Schoenstein
Jensen Investment Management
-2.25%
-45,500
-0.09%
3.24%
Current price: $147.22 32.43% AVG reported price*: $111.17
2014 Q3 (2 results)
Edgar Wachenheim III
Greenhaven Associates
+9.03%
+424,204
+0.80%
9.68%
Eric H. Schoenstein
Jensen Investment Management
-3.52%
-71,968
-0.14%
2.95%
Current price: $147.22 49.78% AVG reported price*: $98.29
2014 Q2 (2 results)
Eric H. Schoenstein
Jensen Investment Management
-3.83%
-103,032
-0.15%
3.83%
Edgar Wachenheim III
Greenhaven Associates
+0.61%
+19,596
+0.06%
6.33%
Current price: $147.22 43.41% AVG reported price*: $102.66
2014 Q1 (2 results)
Edgar Wachenheim III
Greenhaven Associates
+9.32%
+328,462
+0.80%
7.70%
Eric H. Schoenstein
Jensen Investment Management
+1.29%
+34,356
+0.05%
3.78%
Current price: $147.22 51.18% AVG reported price*: $97.38
49 of 105

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.