Ownership history in William Allan Corp · 17 quarters on record
This page tracks every 13F SEC filing in which William Allan Corp 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,186 | -585 | -1.9% | 1.70% | $3.0M | $97.83 |
| 2025 Q3 | ADDED | 30,771 | +3,849 | +14.3% | 1.44% | $2.6M | $80.97 |
| 2025 Q2 | REDUCED | 26,922 | -3,146 | -10.5% | 1.58% | $2.7M | $96.04 |
| 2025 Q1 | ADDED | 30,068 | +878 | +3.0% | 2.07% | $3.3M | $102.95 |
| 2024 Q4 | ADDED | 29,190 | +811 | +2.9% | 2.26% | $3.7M | $116.37 |
| 2024 Q3 | ADDED | 28,379 | +831 | +3.0% | 2.40% | $3.9M | $124.29 |
| 2024 Q2 | ADDED | 27,548 | +253 | +0.9% | 2.52% | $3.8M | $123.18 |
| 2024 Q1 | ADDED | 27,295 | +852 | +3.2% | 2.69% | $4.1M | $132.31 |
| 2023 Q4 | REDUCED | 26,443 | -179 | -0.7% | 2.98% | $4.2M | $138.42 |
| 2023 Q3 | REDUCED | 26,622 | -415 | -1.5% | 3.29% | $4.1M | $135.63 |
As of 2025 Q4 — sorted by position size