UPS — United Parcel Service Inc.

Ownership history in AGF MANAGEMENT LTD  ·  11 quarters on record

This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD 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
0.06% (2023 Q1)
Avg. % of fund
0.02%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 37,645 +6,353 +20.3% 0.01% $3.1M $80.97
2025 Q2 ADDED 31,292 +5,111 +19.5% 0.01% $3.2M $96.04
2025 Q1 ADDED 26,181 +2,216 +9.2% 0.02% $2.9M $102.95
2024 Q4 ADDED 23,965 +18,693 +354.6% 0.02% $3.0M $116.37
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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