Jefferies Group's UPS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,723 shares of United Parcel Service, Inc. (UPS) worth $865,234, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UPS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 84,703 shares. Largest reduction occurred in Q4 2023, reducing 84,103 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's United Parcel Service (UPS) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Parcel Service (UPS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +4,960 | New Buy | 4,960 | $173.84 |
| Q1 2023 | +15,826 | Add 319.07% | 20,786 | $193.99 |
| Q2 2023 | -19,686 | Reduce 94.71% | 1,100 | $179.25 |
| Q3 2023 | +84,703 | Add 7700.27% | 85,803 | $155.87 |
| Q4 2023 | -84,103 | Reduce 98.02% | 1,700 | $157.23 |
| Q1 2024 | +19,057 | Add 1121.00% | 20,757 | $148.63 |
| Q2 2024 | -10,498 | Reduce 50.58% | 10,259 | $136.85 |
| Q3 2024 | +35,842 | Add 349.37% | 46,101 | $136.34 |
| Q4 2024 | -37,529 | Reduce 81.41% | 8,572 | $126.10 |
| Q1 2025 | +5,935 | Add 69.24% | 14,507 | $109.99 |
| Q2 2025 | -8,839 | Reduce 60.93% | 5,668 | $100.94 |
| Q3 2025 | -5,668 | Sold Out | 0 | $0.00 |
| Q4 2025 | +8,723 | New Buy | 8,723 | $99.19 |
Jefferies Group's United Parcel Service Investment FAQs
Jefferies Group first purchased United Parcel Service, Inc. (UPS) in Q4 2022, acquiring 4,960 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held United Parcel Service, Inc. (UPS) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to United Parcel Service, Inc. (UPS) was in Q3 2023, adding 85,803 shares worth $13.37 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,723 shares of United Parcel Service, Inc. (UPS), valued at approximately $865,234.
As of the Q4 2025 filing, United Parcel Service, Inc. (UPS) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in United Parcel Service, Inc. (UPS) was 85,803 shares, as reported at the end of Q3 2023.