UPS — UNITED PARCEL SERVICE INC

Ownership history in 1248 Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which 1248 Management, LLC reported a position in UNITED PARCEL SERVICE INC (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.51% (2025 Q4)
Avg. % of fund
0.36%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,600 -34 -0.4% 0.51% $952K $97.83
2025 Q3 UNCHANGED 9,634 — 0% 0.45% $805K $80.97
2025 Q2 ADDED 9,634 +3,441 +55.6% 0.36% $972K $96.04
2025 Q1 ADDED 6,193 +4,375 +240.6% 0.37% $681K $102.95
2024 Q4 INITIATED 1,818 — — 0.10% $229K $116.37
% of Fund (quarterly)    UPS price (monthly, adj. close)

Other funds also holding UPS

As of 2025 Q4 — sorted by position size

Capital CS Group, LLC 3Y 33.48% Mayar Capital Ltd. 3Y 14.41% Drexel Morgan & Co. 3Y 7Y 11.06% SPIREPOINT PRIVATE CLIENT, LLC 9.73% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 8.09% Centric Wealth Management 3Y 7Y 6.11% FineMark National Bank & Trust 3Y 7Y 5.28% Maj Invest Holding A/S 3Y 7Y 5.03% Manchester Capital Management LLC 3Y 7Y 4.61% Measured Wealth Private Client Group, LLC 3Y 7Y 4.43%
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