Ownership history in BRIGHTON JONES LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES 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 β sourced directly from SEC EDGAR 13F filings.
π BRIGHTON JONES LLC underperformed the S&P 500 by β48.9% annually on this UPS position. Timing score: 46% (16/35 decisions correct). Average cost basis: $118.49. Maximum drawdown during holding period: β54.3%.
β Significantly underperformed the S&P 500 by 48.9% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
16 of 35 add/trim decisions correct
Best entry: $64.94 (2014 Q3) Β· Worst: $177.04 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
22 adds Β· 14 trims. Bought during 10 of 19 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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