Churchill Management’s United Parcel Service UPS Stock Holding History

Churchill Management’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
2025 Q2	$515K	Buy	+5,103	New	+$502K	0.01%	143
2022 Q4	–	Sell	-62,456	Closed	-$10.1M	–	135
2022 Q3	$10.1M	Buy	62,456 +2,088	+3%	+$395K	0.27%	52
2022 Q2	$11M	Buy	60,368 +1,767	+3%	+$322K	0.28%	46
2022 Q1	$12.6M	Sell	58,601 -961	-2%	-$204K	0.22%	52
2021 Q4	$12.8M	Sell	59,562 -1,454	-2%	-$296K	0.18%	66
2021 Q3	$11.1M	Sell	61,016 -1,420	-2%	-$280K	0.17%	66
2021 Q2	$13M	Buy	62,436 +1,541	+3%	+$308K	0.19%	63
2021 Q1	$10.4M	Sell	60,895 -3,259	-5%	-$527K	0.17%	80
2020 Q4	$10.8M	Sell	64,154 -9,161	-12%	-$1.55M	0.18%	67
2020 Q3	$12.2M	Sell	73,315 -13,923	-16%	-$2.03M	0.3%	35
2020 Q2	$9.7M	Sell	87,238 -9,215	-10%	-$920K	0.3%	50
2020 Q1	$9.01M	Buy	+96,453	New	+$9.99M	0.45%	42
2018 Q4	–	Sell	-142,157	Closed	-$16.6M	–	143
2018 Q3	$16.6M	Sell	142,157 -8,165	-5%	-$961K	0.36%	41
2018 Q2	$16M	Buy	+150,322	New	+$16.9M	0.42%	40

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Churchill Management's UPS Position: Q2 2025 in Review

Churchill Management opened a new position in United Parcel Service (UPS) in Q2 2025: 5,103 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Churchill Management previously reported a position in UPS as recently as Q3 2022.

Churchill Management first reported a position in UPS in Q2 2018 and has held it in 14 quarters since. The position peaked at $16.6M in Q3 2018. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Churchill Management held 5,103 shares of United Parcel Service worth $515K as of Q2 2025.
United Parcel Service was a new Churchill Management position in Q2 2025.
United Parcel Service made up 0.01% of Churchill Management's portfolio in Q2 2025, its #143 holding.
Churchill Management first reported a position in United Parcel Service in Q2 2018 and has held it in 14 quarters since.
Churchill Management's United Parcel Service position peaked at $16.6M in Q3 2018.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.