Skip to main content

Eagle Ridge Investment Management

SEC CIK
0001445891
Latest filing
Jan 27, 2025

UPS holding history

United Parcel Service Inc in every 13F filed by Eagle Ridge Investment Management, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of UPS by Eagle Ridge Investment Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−55,781−100.0%Sold outHolders
Q4 202355,781$8.77M0.9%−724−1.3%ReducedHolders
Q3 202356,505$8.81M1.0%−209−0.4%ReducedHolders
Q2 202356,714$10.2M1.1%−117−0.2%ReducedHolders
Q1 202356,831$11.0M1.2%+1,555+2.8%AddedHolders
Q4 202255,276$9.61M1.1%−748−1.3%ReducedHolders
Q3 202256,024$9.05M1.1%+392+0.7%AddedHolders
Q2 202255,632$10.2M1.2%+514+0.9%AddedHolders
Q1 202255,118$11.8M1.3%−206−0.4%ReducedHolders
Q4 202155,324$11.9M1.2%−1,773−3.1%ReducedHolders
Q3 202157,097$10.4M1.2%+937+1.7%AddedHolders
Q2 202156,160$11.7M1.4%−1,015−1.8%ReducedHolders
Q1 202157,175$9.72M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.