CFO4Life Group, LLC UPS — UNITED PARCEL SERVICE INC

Ownership history in CFO4Life Group, LLC  ·  36 quarters on record

AI Ownership Summary

CFO4Life Group, LLC reported UNITED PARCEL SERVICE INC (UPS) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.51% in 2023 Q4. The latest visible filing shows UPS at 4.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFO4Life Group, LLC's position in UNITED PARCEL SERVICE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UPS was reported at 4.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.51% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page CFO4Life Group, LLC fund profile CFO4Life Group, LLC full holdings
How CFO4Life Group, LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 311,760 -324 -0.1% 4.41% $30.9M 2026-02-14 (Est.) $117.60
2025 Q3 REDUCED — — — 312,084 -1,287 -0.4% 3.79% $26.1M 2025-11-07 $93.01
2025 Q2 REDUCED — — — 313,371 -2,265 -0.7% 4.95% $31.6M 2025-08-08 $82.46
2025 Q1 REDUCED — — — 315,636 -652 -0.2% 5.84% $34.7M 2025-04-30 $89.20
2024 Q4 REDUCED — — — 316,288 -3,759 -1.2% 7.01% $39.9M 2025-02-10 $105.35
2024 Q3 REDUCED — — — 320,047 -1,168 -0.4% 7.72% $43.6M 2024-11-12 $118.64
2024 Q2 REDUCED — — — 321,215 -983 -0.3% 8.26% $44.0M 2024-07-31 $117.35
2024 Q1 ADDED — — — 322,198 +5,328 +1.7% 8.69% $47.9M 2024-05-06 $130.57
2023 Q4 REDUCED — — — 316,870 -568 -0.2% 9.51% $49.8M 2024-01-24 $137.85
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Mountain Hill Investment Partners Corp. 4.77% Maj Invest Holding A/S 3Y 7Y 4.75% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.25% Accredited Investors Inc. 3Y 7Y 4.15% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.11% EQUITY INVESTMENT CORP 3Y 7Y 3.1%

FAQ About CFO4Life Group, LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CFO4Life Group, LLC reported owning UPS?

CFO4Life Group, LLC reported UPS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UPS position in CFO4Life Group, LLC's portfolio?

The largest reported portfolio weight for UPS was 9.51% in 2023 Q4.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2025 Q4, when CFO4Life Group, LLC reported 311,760 shares, equal to 4.41% of portfolio, with an estimated market value of $30.9M.

What does the chart on this UPS ownership page compare?

The chart compares CFO4Life Group, LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CFO4Life Group, LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, CFO4Life Group, LLC correctly timed 18 out of 35 reported position changes (51%). The annualised alpha on UPS relative to SPY over the holding period was -8.0%.

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