Stonegate Investment Group, LLC UPS Holdings History
Stonegate Investment Group, LLC's United Parcel Service Inc Holding Summary
As of 2025-06-30, Stonegate Investment Group, LLC held 66,224.00 shares of United Parcel Service Inc(UPS), totaling $6.68 Mil. This investment constitutes 0.17% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.01% of the outstanding United Parcel Service Inc(UPS) stock.
The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 6 purchases of UPS, at an average price of $135.87, for a total of 679,026.00 shares. In addition, there have been 8 sales at an average price of $103.89 for 612,802.00 shares. Based on historical transaction data and UPS's current price of $103.53, Stonegate Investment Group, LLC's estimated gain on his UPS holdings is $-21.74 Mil, reflecting a -23.56% gain to date.
Stonegate Investment Group, LLC UPS ($103.53) Holding Chart
Stonegate Investment Group, LLC UPS ($103.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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