Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,467,073
+$23,121,167 QoQ
Shares Held
238,535
+10742.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,467,073 | 238,535 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $345,906 | 2,200 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $420,849 | 2,700 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $483,975 | 2,700 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $523,773 | 2,700 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $469,368 | 2,700 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||