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Carnegie Lake Advisors’s United Parcel Service UPS Stock Holding History

Carnegie Lake Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Buy
11,140
+1,068
+11% +$108K 0.45% 61
2025
Q1 		$1.11M Buy
10,072
+3,067
+44% +$337K 0.45% 61
2024
Q4 		$883K Buy
7,005
+855
+14% +$108K 0.36% 75
2024
Q3 		$838K Buy
+6,150
New +$838K 0.33% 77