Sequoia Financial Advisors, LLC United Parcel Service Inc Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 100,573 shares of UPS stock, worth $12.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
100,573
Previous 111,430 9.74%
Holding current value
$12.7 Million
Previous $15.2 Million 10.11%
% of portfolio
0.15%
Previous 0.19%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$123.32 - $147.38 $1.34 Million - $1.6 Million
-10,857 Reduced 9.74%
100,573 $13.7 Million
Q2 2024

Jul 15, 2024
BUY
$134.2 - $152.27 $2.64 Million - $2.99 Million
19,641 Added 21.4%
111,430 $15.2 Million
Q1 2024

Apr 30, 2024
SELL
$139.08 - $161.22 $590,950 - $685,023
-4,249 Reduced 4.42%
91,789 $13.6 Million
Q4 2023

Jan 25, 2024
BUY
$134.83 - $162.94 $8.43 Million - $10.2 Million
62,523 Added 186.55%
96,038 $15.1 Million
Q3 2023

Nov 08, 2023
SELL
$151.9 - $188.34 $254,888 - $316,034
-1,678 Reduced 4.77%
33,515 $5.22 Million
Q2 2023

Aug 08, 2023
SELL
$166.61 - $196.03 $196,599 - $231,315
-1,180 Reduced 3.24%
35,193 $6.31 Million
Q1 2023

Apr 24, 2023
BUY
$173.82 - $193.99 $167,736 - $187,200
965 Added 2.73%
36,373 $7.06 Million
Q4 2022

Feb 10, 2023
SELL
$159.14 - $190.36 $61,587 - $73,669
-387 Reduced 1.08%
35,408 $6.16 Million
Q4 2022

Jan 17, 2023
BUY
$159.14 - $190.36 $2.47 Million - $2.95 Million
15,522 Added 76.56%
35,795 $0
Q3 2022

Oct 26, 2022
SELL
$161.54 - $208.05 $325,018 - $418,596
-2,012 Reduced 9.03%
20,273 $3.28 Million
Q2 2022

Jul 22, 2022
SELL
$167.39 - $206.64 $2.37 Million - $2.93 Million
-14,161 Reduced 38.85%
22,285 $4.07 Million
Q1 2022

May 13, 2022
SELL
$194.83 - $232.11 $47,733 - $56,866
-245 Reduced 0.67%
36,446 $7.82 Million
Q4 2021

Feb 11, 2022
BUY
$178.42 - $218.07 $5.47 Million - $6.69 Million
30,683 Added 510.7%
36,691 $7.86 Million
Q3 2021

Oct 26, 2021
SELL
$182.1 - $214.26 $5.27 Million - $6.21 Million
-28,965 Reduced 82.82%
6,008 $1.09 Million
Q2 2021

Jul 27, 2021
BUY
$171.28 - $217.5 $3.39 Million - $4.3 Million
19,788 Added 130.31%
34,973 $7.27 Million
Q1 2021

May 14, 2021
SELL
$155.0 - $169.99 $25,730 - $28,218
-166 Reduced 1.08%
15,185 $2.58 Million
Q4 2020

Feb 12, 2021
BUY
$155.78 - $176.54 $128,051 - $145,115
822 Added 5.66%
15,351 $2.59 Million
Q3 2020

Oct 23, 2020
BUY
$113.76 - $168.9 $34,241 - $50,838
301 Added 2.12%
14,529 $2.42 Million
Q2 2020

Aug 25, 2020
BUY
$90.0 - $111.18 $1.28 Million - $1.58 Million
14,228 New
14,228 $1.58 Million
Q2 2020

Aug 11, 2020
SELL
$90.0 - $111.18 $1.28 Million - $1.58 Million
-14,174 Closed
0 $1.58 Million
Q1 2020

May 11, 2020
SELL
$86.17 - $118.61 $130,116 - $179,101
-1,510 Reduced 9.63%
14,174 $1.32 Million
Q4 2019

Feb 13, 2020
SELL
$112.74 - $124.3 $447,916 - $493,843
-3,973 Reduced 20.21%
15,684 $1.84 Million
Q3 2019

Oct 22, 2019
BUY
$101.62 - $122.85 $99,485 - $120,270
979 Added 5.24%
19,657 $2.36 Million
Q2 2019

Jul 31, 2019
BUY
$92.92 - $114.49 $28,898 - $35,606
311 Added 1.69%
18,678 $1.93 Million
Q1 2019

May 13, 2019
BUY
$94.45 - $112.13 $427,102 - $507,051
4,522 Added 32.66%
18,367 $2.05 Million
Q4 2018

Feb 14, 2019
BUY
$89.89 - $118.78 $586,622 - $775,158
6,526 Added 89.17%
13,845 $1.35 Million
Q3 2018

Nov 14, 2018
SELL
$105.76 - $124.66 $46,534 - $54,850
-440 Reduced 5.67%
7,319 $854,000
Q2 2018

Aug 14, 2018
SELL
$103.84 - $118.34 $726 - $828
-7 Reduced 0.09%
7,759 $824,000
Q1 2018

May 14, 2018
BUY
$101.66 - $134.09 $36,597 - $48,272
360 Added 4.86%
7,766 $813,000
Q4 2017

Feb 13, 2018
SELL
$112.55 - $123.72 $112 - $123
-1 Reduced 0.01%
7,406 $882,000
Q3 2017

Nov 13, 2017
BUY
$110.17 - $120.09 $18,508 - $20,175
168 Added 2.32%
7,407 $889,000
Q2 2017

Aug 09, 2017
BUY
N/A
7,239
7,239 $801,000

Others Institutions Holding UPS

# of Institutions
2,446
Shares Held
510M
Call Options Held
14.9M
Put Options Held
12.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $92.1B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email