UPS β€” UNITED PARCEL SERVICE COM

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.

πŸ” Peak position
11.55% (2023 Q1)
πŸ“Š Avg. % of fund
2.9%
πŸ“… First filed
2011 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
57

Position Intelligence

Accredited Investors Inc. Γ— UPS AI Analytics

πŸ“‰ Accredited Investors Inc. underperformed the S&P 500 by –37.9% annually on this UPS position. Timing score: 57% (29/51 decisions correct). Average cost basis: $130.57. Maximum drawdown during holding period: –54.3%.

πŸ“ˆ Position Alpha vs SPY
-37.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 37.9% ann.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
29 of 51 add/trim decisions correct

πŸ’° Entry Quality
$130.57
-25.1% vs current ($97.83)

Best entry: $44.69 (2012 Q3)  Β·  Worst: $177.04 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–54.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
69%
buy-side decisions

36 adds Β· 16 trims. Bought during 14 of 24 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.13% of portfolio

⚠ 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.

% of Fund (quarterly)    UPS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 783,700 β€” 0% 4.13% $77.7M $97.83
2025 Q3 UNCHANGED 783,700 β€” 0% 3.65% $65.5M $80.97
2025 Q2 REDUCED 783,700 -721 -0.1% 4.68% $79.1M $96.04
2025 Q1 REDUCED 784,421 -328 -0.0% 5.36% $86.3M $102.95
2024 Q4 ADDED 784,749 +776,930 +9936.4% 5.80% $99.0M $116.37
2024 Q3 REDUCED 7,819 -776,930 -99.0% 0.26% $4.6M $124.29
2024 Q2 REDUCED 784,749 -115 -0.0% 6.70% $107.4M $123.18
2024 Q1 ADDED 784,864 +115 +0.0% 7.49% $116.7M $132.31
2023 Q4 UNCHANGED 784,749 β€” 0% 8.75% $123.4M $138.42
2023 Q3 UNCHANGED 784,749 β€” 0% 9.17% $122.3M $135.63
47 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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