Ownership history in Accredited Investors Inc. Β· 57 quarters on record
This page tracks every 13F SEC filing in which Accredited Investors Inc. reported a position in UNITED PARCEL SERVICE COM (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Accredited Investors Inc. underperformed the S&P 500 by β37.9% annually on this UPS position. Timing score: 57% (29/51 decisions correct). Average cost basis: $130.57. Maximum drawdown during holding period: β54.3%.
β Significantly underperformed the S&P 500 by 37.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 51 add/trim decisions correct
Best entry: $44.69 (2012 Q3) Β· Worst: $177.04 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
36 adds Β· 16 trims. Bought during 14 of 24 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size