Catalyst Capital Advisors’s United Parcel Service UPS Stock Holding History

Catalyst Capital Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-468	Closed	-$50.3K	–	373
2026 Q2	$50.3K	Sell	468 -7	-1%	-$728	﹤0.01%	295
2026 Q1	$46.7K	Sell	475 -2,051	-81%	-$220K	﹤0.01%	299
2025 Q4	$251K	Buy	+2,526	New	+$236K	0.01%	206
2024 Q4	–	Sell	-1,083	Closed	-$148K	–	586
2024 Q3	$148K	Buy	+1,083	New	+$142K	﹤0.01%	250
2017 Q2	–	Sell	-35,974	Closed	-$3.86M	–	565
2017 Q1	$3.86M	Sell	35,974 -63,258	-64%	-$6.91M	0.19%	96
2016 Q4	$11.4M	Buy	99,232 +63,230	+176%	+$7.12M	0.73%	13
2016 Q3	$3.94M	Sell	36,002 -5,204	-13%	-$568K	0.43%	55
2016 Q2	$4.44M	Sell	41,206 -6,544	-14%	-$681K	0.82%	40
2016 Q1	$5.04M	Buy	+47,750	New	+$4.64M	0.85%	43
2014 Q3	–	Sell	-39,268	Closed	-$4.03M	–	485
2014 Q2	$4.03M	Buy	+39,268	New	+$3.94M	0.66%	58

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Catalyst Capital Advisors's UPS Position: Q3 2026 in Review

Catalyst Capital Advisors sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 468 shares — an estimated $50.3K sold.

Catalyst Capital Advisors first reported a position in UPS in Q2 2014 and held it in 10 quarters. The position peaked at $11.4M in Q4 2016. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Catalyst Capital Advisors reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
Catalyst Capital Advisors sold 468 United Parcel Service shares in Q3 2026, an estimated $50.3K.
Catalyst Capital Advisors first reported a position in United Parcel Service in Q2 2014 and held it in 10 quarters.
Catalyst Capital Advisors's United Parcel Service position peaked at $11.4M in Q4 2016.
1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Catalyst Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.