UPS β€” United Parcel Service Inc

Ownership history in OV Management LLC  Β·  8 quarters on record

AI Ownership Summary

OV Management LLC reported United Parcel Service Inc (UPS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows UPS at 0.53% 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.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OV Management 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 Q3

UPS was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% 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 Q3

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.

How OV Management LLC held UPS β€” position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,415 +14 +0.2% 0.53% $619K 2025-11-12 $93.24
2025 Q2 REDUCED 7,401 -11,261 -60.3% 0.63% $747K 2025-08-14 $84.25
2025 Q1 ADDED 18,662 +5,041 +37.0% 0.96% $2.1M 2025-05-13 $93.42
2024 Q4 ADDED 13,621 +1,161 +9.3% 0.80% $1.7M 2025-02-12 $105.44
2024 Q3 ADDED 12,460 +4,827 +63.2% 0.80% $1.7M 2024-11-12 $118.64
2024 Q2 ADDED 7,633 +133 +1.8% 0.73% $1.0M 2024-08-08 $113.61
2024 Q1 UNCHANGED 7,500 β€” 0% 0.81% $1.1M 2024-05-10 $132.65
2023 Q4 INITIATED 7,500 β€” β€” 0.97% $1.2M 2024-02-12 $129.81

FAQ About OV Management 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 OV Management LLC reported owning UPS?

OV Management LLC reported UPS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UPS position in OV Management LLC's portfolio?

The largest reported portfolio weight for UPS was 0.97% in 2023 Q4.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2025 Q3, when OV Management LLC reported 7,415 shares, equal to 0.53% of portfolio, with an estimated market value of $619K.

What does the chart on this UPS ownership page compare?

The chart compares OV Management 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.

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