United Parcel Service (UPS)

Sector:Industrials
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.034%
Hold Price * :$136.35
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ David Tepper - Appaloosa Management Sell 100.00% 605,000 1.34
Q2  2024
≡ Lee Ainslie - Maverick Capital Sell 100.00% 20,025 0.06
≡ Jensen Investment Management Reduce 0.42% 100 0.00
Q1  2024
≡ Viking Global Investors Sell 100.00% 8,199,127 4.73
≡ Jensen Investment Management Reduce 40.67% 16,396 0.02
Q4  2023
≡ Jensen Investment Management Reduce 10.19% 4,575 0.01
Q3  2023
≡ Jensen Investment Management Reduce 96.98% 1,442,820 1.93
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 59,400 0.00
Q1  2023
≡ Robert Olstein - Olstein Capital Management Reduce 8.00% 4,000 0.12
≡ Jensen Investment Management Reduce 3.51% 53,596 0.08
Q3  2022
≡ Robert Olstein - Olstein Capital Management Reduce 3.85% 2,000 0.05
≡ Jensen Investment Management Reduce 0.29% 3,630 0.01
Q1  2022
≡ Bill & Melinda Gates Foundation Trust Reduce 67.57% 1,543,326 1.67
≡ Robert Olstein - Olstein Capital Management Reduce 17.17% 8,500 0.23
≡ Lee Ainslie - Maverick Capital Sell 100.00% 406 0.00
Q4  2021
≡ Robert Olstein - Olstein Capital Management Reduce 2.94% 1,500 0.04
≡ Jensen Investment Management Reduce 0.72% 8,906 0.01
≡ Lee Ainslie - Maverick Capital Reduce 0.73% 3 0.00
Q3  2021
≡ Bill & Melinda Gates Foundation Trust Reduce 18.48% 517,775 0.41
≡ Jensen Investment Management Reduce 10.36% 142,840 0.21
≡ Lee Ainslie - Maverick Capital Reduce 96.05% 9,955 0.00
Q2  2021
≡ Robert Olstein - Olstein Capital Management Reduce 13.33% 6,000 0.16
≡ Jensen Investment Management Reduce 4.90% 71,084 0.11
≡ David Katz - Matrix Asset Advisors Sell 100.00% 2,375 0.06
≡ Lee Ainslie - Maverick Capital Reduce 60.85% 16,109 0.03
Q1  2021
≡ Bill & Melinda Gates Foundation Trust Reduce 38.09% 1,723,539 1.40
≡ David Katz - Matrix Asset Advisors Reduce 89.82% 20,949 0.53
≡ Jensen Investment Management Reduce 0.12% 1,745 0.00
Q4  2020
≡ Jensen Investment Management Reduce 34.04% 749,166 1.05
≡ David Katz - Matrix Asset Advisors Reduce 2.82% 678 0.02
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,514 0.02
Q3  2020
≡ David Katz - Matrix Asset Advisors Reduce 70.77% 58,110 1.89
≡ Jensen Investment Management Reduce 27.10% 818,015 1.21
≡ Robert Olstein - Olstein Capital Management Reduce 27.42% 17,000 0.51
Q2  2020
≡ Robert Olstein - Olstein Capital Management Reduce 26.19% 22,000 0.46
≡ Jensen Investment Management Reduce 0.73% 22,320 0.02
Q3  2019
≡ Mairs & Power Growth Fund Sell 100.00% 385,000 0.92
≡ Robert Olstein - Olstein Capital Management Reduce 13.33% 10,000 0.19
Q4  2018
≡ Jensen Investment Management Reduce 0.56% 8,800 0.01
Q3  2018
≡ Mairs & Power Growth Fund Reduce 1.32% 5,000 0.01
Q2  2018
≡ Mairs & Power Growth Fund Reduce 8.43% 35,000 0.09
Q1  2018
≡ Mairs & Power Growth Fund Reduce 15.31% 75,000 0.18
≡ Robert Olstein - Olstein Capital Management Reduce 3.03% 2,000 0.03
Q4  2017
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 145,000 2.49
≡ Mairs & Power Growth Fund Reduce 13.27% 75,000 0.19
Q3  2017
≡ Mairs & Power Growth Fund Reduce 4.24% 25,000 0.07
≡ Robert Olstein - Olstein Capital Management Reduce 1.49% 1,000 0.02
Q4  2016
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 21.62% 40,000 0.68
≡ Robert Olstein - Olstein Capital Management Reduce 6.67% 4,000 0.06
Q3  2016
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.09% 12,000 0.18
Q1  2016
≡ Thomas Gayner - Markel Group Sell 100.00% 793,500 2.07
≡ Mairs & Power Growth Fund Reduce 1.67% 10,000 0.03
Q4  2015
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.37% 18,000 0.23
≡ Mairs & Power Growth Fund Reduce 1.64% 10,000 0.03
Q3  2015
≡ Mairs & Power Growth Fund Reduce 4.69% 30,000 0.08
Q1  2014
≡ Thomas Gayner - Markel Group Reduce 2.76% 20,300 0.06
Q4  2013
≡ Hillman Value Fund Sell 100.00% 7,000 2.58
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 42.67% 160,000 2.07
≡ Thomas Gayner - Markel Group Reduce 0.31% 2,259 0.01
Q3  2013
≡ Thomas Gayner - Markel Group Reduce 1.26% 9,447 0.03
Q2  2013
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.85% 15,000 0.17
Q1  2013
≡ Thomas Gayner - Markel Group Reduce 0.47% 3,496 0.01
Q4  2012
≡ Thomas Gayner - Markel Group Reduce 0.48% 3,597 0.01
Q3  2012
≡ Warren Buffett - Berkshire Hathaway Reduce 77.32% 202,500 0.03
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 21 0.00
Q2  2012
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.11% 12,500 0.14
≡ Warren Buffett - Berkshire Hathaway Reduce 81.68% 1,167,300 0.13
Q1  2012
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 10.56% 47,500 0.48
≡ Thomas Gayner - Markel Group Reduce 1.28% 9,496 0.04
Q4  2011
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 10.00% 50,000 0.49
≡ Thomas Gayner - Markel Group Reduce 0.23% 1,697 0.01
Q3  2011
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.66% 30,000 0.27
Q4  2010
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.64% 20,000 0.18
≡ Thomas Gayner - Markel Group Reduce 0.09% 602 0.00
Q3  2010
≡ Thomas Gayner - Markel Group Reduce 0.09% 642 0.00
Q2  2010
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 3,522,978 2.20
Q1  2010
≡ Thomas Gayner - Markel Group Reduce 0.07% 497 0.00
Q4  2009
≡ Thomas Gayner - Markel Group Reduce 0.13% 896 0.00
Q3  2009
≡ Thomas Gayner - Markel Group Reduce 0.08% 597 0.00
Q1  2009
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.50% 75,000 0.56
Q4  2008
≡ Thomas Gayner - Markel Group Reduce 0.21% 1,496 0.01
Q2  2008
≡ Thomas Gayner - Markel Group Reduce 0.19% 1,297 0.01
Q1  2008
≡ Thomas Gayner - Markel Group Reduce 1.58% 11,200 0.05

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.