Ownership history in FORA Capital, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 59,406 | +34,152 | +135.2% | 0.88% | $5.0M | $80.97 |
| 2025 Q2 | ADDED | 25,254 | +21,388 | +553.2% | 0.28% | $2.5M | $96.04 |
| 2025 Q1 | REDUCED | 3,866 | -1,272 | -24.8% | 0.04% | $425K | $102.95 |
| 2024 Q4 | REDUCED | 5,138 | -81,008 | -94.0% | 0.07% | $648K | $116.37 |
| 2024 Q3 | ADDED | 86,146 | +22,516 | +35.4% | 1.38% | $11.7M | $124.29 |
| 2024 Q2 | ADDED | 63,630 | +35,552 | +126.6% | 1.06% | $8.7M | $123.18 |
| 2024 Q1 | REDUCED | 28,078 | -59,435 | -67.9% | 0.34% | $4.2M | $132.31 |
| 2023 Q4 | ADDED | 87,513 | +3,696 | +4.4% | 1.18% | $13.8M | $138.42 |
| 2023 Q3 | ADDED | 83,817 | +49,018 | +140.9% | 1.15% | $13.1M | $135.63 |
| 2023 Q2 | REDUCED | 34,799 | -15,161 | -30.3% | 0.89% | $6.2M | $154.58 |
As of 2025 Q4 — sorted by position size