Number of Shares
636,276.00
Current Holdings Value*
$69.98 Mil
% of Portfolio
1.87%
Total Estimate Gain
$-20.40 Mil
% of Total Estimate Gain
-22.12%

Stonegate Investment Group, LLC's United Parcel Service Inc Holding Summary

As of 2025-03-31, Stonegate Investment Group, LLC held 636,276.00 shares of United Parcel Service Inc(UPS), totaling $69.98 Mil. This investment constitutes 1.87% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.08% 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 7 sales at an average price of $174.88 for 42,750.00 shares. Based on historical transaction data and UPS's current price of $101.18, Stonegate Investment Group, LLC's estimated gain on his UPS holdings is $-20.40 Mil, reflecting a -22.12% gain to date.

Stonegate Investment Group, LLC UPS ($101.18) Holding Chart

Stonegate Investment Group, LLC UPS ($101.18) 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 %

Top Ranked Articles

  • 1