EASTERLY INVESTMENT PARTNERS LLC
Position in UPS — United Parcel Service Inc
CIK 1766150
BEVERLY, MA
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,772,500
-$8,346,046 QoQ
Shares Held
63,000
-59.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#389
of 2,129 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EASTERLY INVESTMENT PARTNERS LLC holds $11,064,125 across 3 Integrated Freight & Logistics names. UPS ranks #1 (61.2% of the industry book) .
All Filings in UPS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,772,500 | 63,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,118,546 | 153,675 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,632,209 | 117,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,985,426 | 119,543 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,319,348 | 62,605 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $474,716 | 4,316 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,396,683 | 11,076 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,510,101 | 11,076 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $927,021 | 6,774 | Shares | Sole | 2024-07-25 | |
| 2023-06-30 | $2,474,546 | 13,805 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,813,630 | 14,504 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $2,201,509 | 12,664 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,352,089 | 8,370 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,527,859 | 8,370 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||