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
2024 Q1 (1 result)
Robert Olstein
Olstein Capital Management
+20.83%
+10,000
+0.24%
1.41%
Current price: $148.61 0.02% Reported price*: $148.64
2023 Q4 (3 results)
David Tepper
Appaloosa Management
buy
+345,000
+1.39%
0.96%
Eric H. Schoenstein
Jensen Investment Management
-10.19%
-4,575
-0.01%
0.05%
Ole Andreas Halvorsen
Viking Global Investors
+23.10%
+1,538,643
+0.89%
4.73%
Current price: $148.61 5.48% AVG reported price*: $157.23
2023 Q3 (5 results)
Warren Buffett
Berkshire Hathaway
-100.00%
-59,400
-0.00%
0.00%
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%
Robert Olstein
Olstein Capital Management
+2.13%
+1,000
+0.03%
1.28%
Ole Andreas Halvorsen
Viking Global Investors
+649.05%
+5,771,294
+3.66%
4.23%
Current price: $148.61 4.66% AVG reported price*: $155.87
2023 Q2 (4 results)
Eric H. Schoenstein
Jensen Investment Management
+0.99%
+14,565
+0.02%
1.96%
Robert Olstein
Olstein Capital Management
+2.17%
+810
+0.03%
1.10%
Ole Andreas Halvorsen
Viking Global Investors
buy
+889,190
+0.65%
0.65%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-233,998
-0.93%
0.00%
Current price: $148.61 17.09% AVG reported price*: $179.25
2023 Q1 (3 results)
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%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+233,998
+0.94%
0.00%
Current price: $148.61 23.01% AVG reported price*: $193.02
2022 Q4 (1 result)
Eric H. Schoenstein
Jensen Investment Management
+20.25%
+226,218
+0.35%
1.83%
Current price: $148.61 14.51% 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: $148.61 8.00% AVG reported price*: $161.54
2022 Q2 (2 results)
Eric H. Schoenstein
Jensen Investment Management
+3.08%
+19,793
+0.06%
1.00%
Robert Olstein
Olstein Capital Management
+26.83%
+11,000
+0.30%
1.42%
Current price: $148.61 18.59% AVG reported price*: $182.54
2022 Q1 (3 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
-67.57%
-1,142,061
-1.67%
0.59%
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%
Current price: $148.61 30.71% 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: $148.61 30.67% AVG reported price*: $214.34
2021 Q3 (3 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
-18.48%
-517,775
-0.41%
1.79%
Eric H. Schoenstein
Jensen Investment Management
-10.36%
-142,840
-0.21%
1.78%
Robert Olstein
Olstein Capital Management
+30.77%
+9,120
+0.27%
0.86%
Current price: $148.61 18.39% 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: $148.61 28.54% AVG reported price*: $207.97
2021 Q1 (2 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
-38.09%
-1,723,539
-1.40%
2.27%
Eric H. Schoenstein
Jensen Investment Management
-0.12%
-1,745
-0.00%
1.97%
Current price: $148.61 12.58% 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: $148.61 11.75% 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: $148.61 10.81% 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: $148.61 33.67% AVG reported price*: $111.18
2020 Q1 (3 results)
Eric H. Schoenstein
Jensen Investment Management
+12.42%
+255,424
+0.35%
2.42%
Robert Olstein
Olstein Capital Management
+29.23%
+16,435
+0.39%
1.49%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-2,210,690
-2.68%
0.00%
Current price: $148.61 59.08% AVG reported price*: $93.42
2019 Q4 (2 results)
Eric H. Schoenstein
Jensen Investment Management
+27.84%
+589,170
+0.68%
3.14%
C.T. Fitzpatrick
Vulcan Value Partners
-22.27%
-633,460
-0.57%
0.00%
Current price: $148.61 26.95% AVG reported price*: $117.06
2019 Q3 (3 results)
Eric H. Schoenstein
Jensen Investment Management
+3.46%
+70,720
+0.09%
2.71%
Robert Olstein
Olstein Capital Management
-13.33%
-10,000
-0.19%
1.22%
C.T. Fitzpatrick
Vulcan Value Partners
-31.55%
-1,094,517
-1.33%
2.41%
Current price: $148.61 24.03% AVG reported price*: $119.82
2019 Q2 (3 results)
Eric H. Schoenstein
Jensen Investment Management
+24.80%
+359,753
+0.48%
2.13%
Robert Olstein
Olstein Capital Management
+17.19%
+11,000
+0.18%
1.25%
C.T. Fitzpatrick
Vulcan Value Partners
+1.26%
+51,795
+0.05%
3.81%
Current price: $148.61 43.91% AVG reported price*: $103.27
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.