Skip to main content

Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

UPS holding history

United Parcel Service Inc in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q4 2024 holdings

Shares (Q4 2024)
4,211
Value
$531.0K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of UPS by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20244,211$531.0K<0.1%00.0%UnchangedHolders
Q3 20244,211$574.1K<0.1%−148−3.4%ReducedHolders
Q2 20244,359$596.5K<0.1%00.0%UnchangedHolders
Q1 20244,359$647.9K0.1%+35+0.8%AddedHolders
Q4 20234,324$679.9K0.1%−6−0.1%ReducedHolders
Q3 20234,330$674.9K0.1%−37−0.8%ReducedHolders
Q2 20234,367$782.8K0.1%+2,996+218.5%AddedHolders
Q1 20231,371$266.0K<0.1%+1,371NewHolders
Q2 20220$00.0%−1,069−100.0%Sold outHolders
Q1 20221,069$229.0K<0.1%+1,069NewHolders