Holdings in UPS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$108,211,429 |
1,090,951 |
+10.6%
|
Shares |
Defined |
2026-02-06 |
| 2025-09-30 |
$82,373,443 |
986,154 |
+38.8%
|
Shares |
Defined |
2025-11-03 |
| 2025-06-30 |
$71,719,989 |
710,521 |
-0.4%
|
Shares |
Defined |
2025-07-30 |
| 2025-03-31 |
$78,489,633 |
713,607 |
-4.8%
|
Shares |
Defined |
2025-04-29 |
| 2024-12-31 |
$94,543,096 |
749,747 |
-13.5%
|
Shares |
Defined |
2025-01-22 |
| 2024-09-30 |
$118,215,505 |
867,064 |
+86.6%
|
Shares |
Defined |
2024-10-10 |
| 2024-06-30 |
$63,605,006 |
464,779 |
—
|
Shares |
Defined |
2024-07-16 |
