Joel Greenblatt's UPS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 246.2K shares of United Parcel Service, Inc. (UPS) worth $20.57 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in UPS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 297.7K shares. Largest reduction occurred in Q4 2016, reducing 278.0K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's United Parcel Service (UPS) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Parcel Service (UPS) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +16,456 | Add 0.00% | 16,455 | $86.48 |
| Q3 2013 | -2,535 | Reduce 15.41% | 13,920 | $91.38 |
| Q4 2013 | -6,650 | Reduce 47.77% | 7,270 | $105.09 |
| Q1 2014 | +101,804 | Add 1400.33% | 109,074 | $97.38 |
| Q2 2014 | +81,101 | Add 74.35% | 190,175 | $102.66 |
| Q3 2014 | +54,000 | Add 28.39% | 244,175 | $98.29 |
| Q4 2014 | -216,860 | Reduce 88.81% | 27,315 | $111.18 |
| Q1 2015 | +176,696 | Add 646.88% | 204,011 | $96.94 |
| Q2 2015 | -155,562 | Reduce 76.25% | 48,449 | $96.91 |
| Q3 2015 | +19,598 | Add 40.45% | 68,047 | $98.70 |
| Q4 2015 | -62,269 | Reduce 91.51% | 5,778 | $96.23 |
| Q1 2016 | -5,778 | Sold Out | 5,778 | $0.00 |
| Q2 2016 | +114,653 | New Buy | 114,653 | $107.72 |
| Q3 2016 | +297,668 | Add 259.63% | 412,321 | $109.36 |
| Q4 2016 | -277,959 | Reduce 67.41% | 134,362 | $114.64 |
| Q1 2017 | -134,362 | Sold Out | 134,362 | $0.00 |
| Q2 2017 | +64,843 | New Buy | 64,843 | $110.59 |
| Q3 2017 | +114,471 | Add 176.54% | 179,314 | $120.09 |
| Q4 2017 | -179,314 | Sold Out | 179,314 | $0.00 |
| Q3 2018 | +195,546 | New Buy | 195,546 | $116.75 |
| Q4 2018 | -173,292 | Reduce 88.62% | 22,254 | $97.51 |
| Q1 2019 | -22,254 | Sold Out | 22,254 | $0.00 |
| Q2 2019 | +3,616 | New Buy | 3,616 | $103.15 |
| Q3 2019 | +10,570 | Add 292.31% | 14,186 | $119.84 |
| Q4 2019 | +20,378 | Add 143.65% | 34,564 | $117.06 |
| Q1 2020 | -31,602 | Reduce 91.43% | 2,962 | $93.52 |
| Q2 2020 | -490 | Reduce 16.54% | 2,472 | $111.25 |
| Q3 2020 | +8,653 | Add 350.04% | 11,125 | $166.65 |
| Q4 2020 | +276 | Add 2.48% | 11,401 | $168.41 |
| Q1 2021 | +19,673 | Add 172.56% | 31,074 | $169.98 |
| Q2 2021 | +20,343 | Add 65.47% | 51,417 | $207.97 |
| Q3 2021 | +11,162 | Add 21.71% | 62,579 | $182.11 |
| Q4 2021 | +9,923 | Add 15.86% | 72,502 | $214.34 |
| Q1 2022 | -22,040 | Reduce 30.40% | 50,462 | $214.46 |
| Q2 2022 | -18,929 | Reduce 37.51% | 31,533 | $182.54 |
| Q3 2022 | +15,712 | Add 49.83% | 47,245 | $161.54 |
| Q4 2022 | +12,370 | Add 26.18% | 59,615 | $173.84 |
| Q1 2023 | -18,284 | Reduce 30.67% | 41,331 | $193.99 |
| Q2 2023 | -14,479 | Reduce 35.03% | 26,852 | $179.25 |
| Q3 2023 | -16,663 | Reduce 62.05% | 10,189 | $155.87 |
| Q4 2023 | +30,485 | Add 299.20% | 40,674 | $157.23 |
| Q1 2024 | -30,453 | Reduce 74.87% | 10,221 | $148.63 |
| Q2 2024 | +34,853 | Add 340.99% | 45,074 | $136.85 |
| Q3 2024 | -20,178 | Reduce 44.77% | 24,896 | $136.34 |
| Q4 2024 | +25,861 | Add 103.88% | 50,757 | $126.10 |
| Q1 2025 | +14,922 | Add 29.40% | 65,679 | $109.99 |
| Q2 2025 | +65,102 | Add 99.12% | 130,781 | $100.94 |
| Q3 2025 | +115,457 | Add 88.28% | 246,238 | $83.53 |
Joel Greenblatt's United Parcel Service Investment FAQs
Joel Greenblatt first purchased United Parcel Service, Inc. (UPS) in Q2 2013, acquiring 16,455 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held United Parcel Service, Inc. (UPS) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to United Parcel Service, Inc. (UPS) was in Q3 2016, adding 412,321 shares worth $45.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 246,238 shares of United Parcel Service, Inc. (UPS), valued at approximately $20.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, United Parcel Service, Inc. (UPS) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in United Parcel Service, Inc. (UPS) was 412,321 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.