Joel Greenblatt's UPS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 287,245 shares of United Parcel Service, Inc. (UPS) worth $28.49 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 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 297,668 shares. Largest reduction occurred in Q4 2016, reducing 277,959 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +41,007 | Add 16.65% | 287,245 | $99.19 |
| Q3 2025 | +115,457 | Add 88.28% | 246,238 | $83.53 |
| Q2 2025 | +65,102 | Add 99.12% | 130,781 | $100.94 |
| Q1 2025 | +14,922 | Add 29.40% | 65,679 | $109.99 |
| Q4 2024 | +25,861 | Add 103.88% | 50,757 | $126.10 |
| Q3 2024 | -20,178 | Reduce 44.77% | 24,896 | $136.34 |
| Q2 2024 | +34,853 | Add 340.99% | 45,074 | $136.85 |
| Q1 2024 | -30,453 | Reduce 74.87% | 10,221 | $148.63 |
| Q4 2023 | +30,485 | Add 299.20% | 40,674 | $157.23 |
| Q3 2023 | -16,663 | Reduce 62.05% | 10,189 | $155.87 |
| Q2 2023 | -14,479 | Reduce 35.03% | 26,852 | $179.25 |
| Q1 2023 | -18,284 | Reduce 30.67% | 41,331 | $193.99 |
| Q4 2022 | +12,370 | Add 26.18% | 59,615 | $173.84 |
| Q3 2022 | +15,712 | Add 49.83% | 47,245 | $161.54 |
| Q2 2022 | -18,929 | Reduce 37.51% | 31,533 | $182.54 |
| Q1 2022 | -22,040 | Reduce 30.40% | 50,462 | $214.46 |
| Q4 2021 | +9,923 | Add 15.86% | 72,502 | $214.34 |
| Q3 2021 | +11,162 | Add 21.71% | 62,579 | $182.11 |
| Q2 2021 | +20,343 | Add 65.47% | 51,417 | $207.97 |
| Q1 2021 | +19,673 | Add 172.56% | 31,074 | $169.98 |
| Q4 2020 | +276 | Add 2.48% | 11,401 | $168.41 |
| Q3 2020 | +8,653 | Add 350.04% | 11,125 | $166.65 |
| Q2 2020 | -490 | Reduce 16.54% | 2,472 | $111.25 |
| Q1 2020 | -31,602 | Reduce 91.43% | 2,962 | $93.52 |
| Q4 2019 | +20,378 | Add 143.65% | 34,564 | $117.06 |
| Q3 2019 | +10,570 | Add 292.31% | 14,186 | $119.84 |
| Q2 2019 | +3,616 | New Buy | 3,616 | $103.15 |
| Q1 2019 | -22,254 | Sold Out | 0 | $0.00 |
| Q4 2018 | -173,292 | Reduce 88.62% | 22,254 | $97.51 |
| Q3 2018 | +195,546 | New Buy | 195,546 | $116.75 |
| Q4 2017 | -179,314 | Sold Out | 0 | $0.00 |
| Q3 2017 | +114,471 | Add 176.54% | 179,314 | $120.09 |
| Q2 2017 | +64,843 | New Buy | 64,843 | $110.59 |
| Q1 2017 | -134,362 | Sold Out | 0 | $0.00 |
| Q4 2016 | -277,959 | Reduce 67.41% | 134,362 | $114.64 |
| Q3 2016 | +297,668 | Add 259.63% | 412,321 | $109.36 |
| Q2 2016 | +114,653 | New Buy | 114,653 | $107.72 |
| Q1 2016 | -5,778 | Sold Out | 0 | $0.00 |
| Q4 2015 | -62,269 | Reduce 91.51% | 5,778 | $96.23 |
| Q3 2015 | +19,598 | Add 40.45% | 68,047 | $98.70 |
| Q2 2015 | -155,562 | Reduce 76.25% | 48,449 | $96.91 |
| Q1 2015 | +176,696 | Add 646.88% | 204,011 | $96.94 |
| Q4 2014 | -216,860 | Reduce 88.81% | 27,315 | $111.18 |
| Q3 2014 | +54,000 | Add 28.39% | 244,175 | $98.29 |
| Q2 2014 | +81,101 | Add 74.35% | 190,175 | $102.66 |
| Q1 2014 | +101,804 | Add 1400.33% | 109,074 | $97.38 |
| Q4 2013 | -6,650 | Reduce 47.77% | 7,270 | $105.09 |
| Q3 2013 | -2,535 | Reduce 15.41% | 13,920 | $91.38 |
| Q2 2013 | +16,455 | Add 0.00% | 16,455 | $86.48 |
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 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to United Parcel Service, Inc. (UPS) was in Q3 2016, adding 412,321 shares worth $45.09 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 287,245 shares of United Parcel Service, Inc. (UPS), valued at approximately $28.49 M.
As of the Q4 2025 filing, United Parcel Service, Inc. (UPS) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in United Parcel Service, Inc. (UPS) was 412,321 shares, as reported at the end of Q3 2016.