Ownership history in Capital CS Group, LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Capital CS Group, 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 Capital CS Group, LLC underperformed the S&P 500 by β29.8% annually on this UPS position. Timing score: 59% (16/27 decisions correct). Average cost basis: $137.03. Maximum drawdown during holding period: β54.3%.
β Significantly underperformed the S&P 500 by 29.8% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 27 add/trim decisions correct
Best entry: $80.97 (2025 Q3) Β· Worst: $177.04 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 18 trims. Bought during 0 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 33.48% 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