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
Robert Olstein - Olstein Capital Management Add 14.71% 10,000 0.23
Torray Funds Add 12.80% 3,878 0.07
Q2  2024
Robert Olstein - Olstein Capital Management Add 17.24% 10,000 0.24
Torray Funds Add 10.69% 2,927 0.06
David Tepper - Appaloosa Management Add 0.83% 5,000 0.01
Q1  2024
Robert Olstein - Olstein Capital Management Add 20.83% 10,000 0.24
David Tepper - Appaloosa Management Add 20.00% 100,000 0.22
Lee Ainslie - Maverick Capital Add 13.48% 2,379 0.01
Torray Funds Buy 27,371 0.61
Q4  2023
Lee Ainslie - Maverick Capital Add 98.20% 8,743 0.03
Viking Global Investors Add 23.10% 1,538,643 0.89
David Tepper - Appaloosa Management Buy 500,000 1.39
Q3  2023
Viking Global Investors Add 649.05% 5,771,294 3.67
Robert Olstein - Olstein Capital Management Add 2.13% 1,000 0.03
Bill & Melinda Gates Foundation Trust Add 1.94% 14,400 0.01
Lee Ainslie - Maverick Capital Buy 8,903 0.03
Q2  2023
Robert Olstein - Olstein Capital Management Add 2.17% 1,000 0.03
Jensen Investment Management Add 0.99% 14,565 0.02
Viking Global Investors Buy 889,190 0.65
Q4  2022
Jensen Investment Management Add 20.25% 257,067 0.35
Q2  2022
Robert Olstein - Olstein Capital Management Add 26.83% 11,000 0.30
Jensen Investment Management Add 3.08% 38,064 0.06
Q1  2022
Jensen Investment Management Add 0.65% 8,015 0.01
Q3  2021
Robert Olstein - Olstein Capital Management Add 30.77% 12,000 0.27
Q1  2021
Lee Ainslie - Maverick Capital Buy 26,473 0.04
Q3  2020
Lee Ainslie - Maverick Capital Buy 7,514 0.02
Q2  2020
David Katz - Matrix Asset Advisors Add 1.23% 1,000 0.02
Q1  2020
Robert Olstein - Olstein Capital Management Add 29.23% 19,000 0.39
Jensen Investment Management Add 12.42% 336,085 0.35
David Katz - Matrix Asset Advisors Buy 81,112 1.73
Q4  2019
Jensen Investment Management Add 27.84% 589,170 0.68
Q3  2019
Jensen Investment Management Add 3.46% 70,720 0.09
Q2  2019
Jensen Investment Management Add 24.80% 406,501 0.48
Robert Olstein - Olstein Capital Management Add 17.19% 11,000 0.18
Q1  2019
Jensen Investment Management Add 5.11% 79,709 0.11
Q4  2018
Mairs & Power Growth Fund Add 2.67% 10,000 0.03
Q1  2017
Robert Olstein - Olstein Capital Management Add 19.64% 11,000 0.15
Q1  2016
Robert Olstein - Olstein Capital Management Add 22.45% 11,000 0.19
Q4  2015
Thomas Gayner - Markel Group Add 3.39% 26,000 0.07
Q3  2015
Robert Olstein - Olstein Capital Management Add 8.89% 4,000 0.06
Thomas Gayner - Markel Group Add 1.59% 12,000 0.03
Q2  2015
Thomas Gayner - Markel Group Add 1.48% 11,000 0.03
Robert Olstein - Olstein Capital Management Buy 45,000 0.59
Q1  2015
Thomas Gayner - Markel Group Add 1.78% 13,000 0.03
Q4  2014
Thomas Gayner - Markel Group Add 0.69% 5,000 0.01
Bill & Melinda Gates Foundation Trust Buy 4,525,329 2.52
Q3  2014
Thomas Gayner - Markel Group Add 1.54% 11,000 0.03
Q2  2014
Mairs & Power Growth Fund Add 1.59% 10,000 0.02
Q1  2014
Mairs & Power Growth Fund Add 5.00% 30,000 0.07
Q3  2013
Mairs & Power Growth Fund Add 9.09% 50,000 0.13
Hillman Value Fund Buy 7,000 2.58
Q2  2013
Mairs & Power Growth Fund Add 3.77% 20,000 0.06
Thomas Gayner - Markel Group Add 0.63% 4,653 0.01
Q1  2013
Mairs & Power Growth Fund Add 60.61% 200,000 0.60
Q4  2012
Mairs & Power Growth Fund Add 3.13% 10,000 0.03
Q3  2012
Mairs & Power Growth Fund Add 3.23% 10,000 0.03
Thomas Gayner - Markel Group Add 1.02% 7,537 0.02
Q2  2012
Thomas Gayner - Markel Group Add 1.52% 11,136 0.04
Thomas Russo - Gardner Russo & Quinn Buy 21 0.00
Q3  2011
Thomas Gayner - Markel Group Add 3.20% 23,004 0.09
Q2  2011
Mairs & Power Growth Fund Add 3.33% 10,000 0.03
Thomas Gayner - Markel Group Add 0.03% 203 0.00
Q1  2011
Thomas Gayner - Markel Group Add 1.97% 13,903 0.06
Q2  2010
Wallace Weitz - Weitz Large Cap Equity Fund Add 4.76% 25,000 0.19
Thomas Gayner - Markel Group Add 0.07% 503 0.00
Q1  2010
Stephen Mandel - Lone Pine Capital Buy 3,522,978 2.20
Q4  2009
Mairs & Power Growth Fund Add 3.45% 10,000 0.03
Q2  2009
Thomas Gayner - Markel Group Add 0.37% 2,604 0.01
Q1  2009
Thomas Gayner - Markel Group Add 1.42% 9,904 0.05
Q4  2008
Wallace Weitz - Weitz Large Cap Equity Fund Add 11.11% 60,000 0.41
Q3  2008
Thomas Gayner - Markel Group Add 0.10% 702 0.00
Q2  2008
Wallace Weitz - Weitz Large Cap Equity Fund Add 20.00% 90,000 0.40
Q4  2007
Thomas Gayner - Markel Group Add 1.36% 9,500 0.03
Q3  2007
Thomas Gayner - Markel Group Add 20.15% 117,270 0.45
Q2  2007
Thomas Gayner - Markel Group Add 145.98% 345,450 1.30
Mairs & Power Growth Fund Add 7.41% 20,000 0.05
Q1  2007
Mairs & Power Growth Fund Add 1250.00% 250,000 0.67
Thomas Gayner - Markel Group Add 337.43% 182,550 0.69
Wallace Weitz - Weitz Large Cap Equity Fund Buy 450,000 1.16

* "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.