UPS — -B COMMON

Ownership history in LEUTHOLD GROUP, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in -B COMMON (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
2.3% (2002 Q2)
Avg. % of fund
1.24%
First filed
2002 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 106,348 +81,233 +323.4% 1.14% $10.5M $97.83
2023 Q1 REDUCED 25,115 -513 -2.0% 0.64% $4.9M $165.70
2022 Q4 REDUCED 25,628 -796 -3.0% 0.60% $4.5M $147.19
2022 Q3 ADDED 26,424 +9,142 +52.9% 0.64% $4.3M $135.51
2002 Q3 REDUCED 17,282 -29,718 -63.2% 1.41% $1.1M $30.79
2002 Q2 ADDED 47,000 +6,800 +16.9% 2.30% $2.9M $30.32
2002 Q1 INITIATED 40,200 — — 1.93% $2.4M —
% 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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