LMR Partners’s United Parcel Service UPS Stock Holding History

LMR Partners’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	–	Sell	-3,800	Closed	-$418K	–	1656
2025 Q1	$418K	Buy	+3,800	New	+$454K	﹤0.01%	945
2022 Q2	–	Sell	-3,618	Closed	-$776K	–	1478
2022 Q1	$776K	Buy	+3,618	New	+$769K	0.01%	897
2019 Q2	–	Sell	-4,613	Closed	-$515K	–	584
2019 Q1	$515K	Buy	+4,613	New	+$489K	0.03%	255
2016 Q4	–	Sell	-2,290	Closed	-$251K	–	412
2016 Q3	$251K	Buy	+2,290	New	+$250K	0.02%	314
2016 Q2	–	Sell	-4,678	Closed	-$493	–	591
2016 Q1	$493	Buy	+4,678	New	+$455K	0.05%	274
2014 Q2	–	Sell	-27,254	Closed	-$2.65M	–	564
2014 Q1	$2.65M	Buy	+27,254	New	+$2.66M	0.37%	49

Other funds holding UPS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

LMR Partners's UPS Position: Q2 2025 in Review

LMR Partners sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 3,800 shares — an estimated $418K sold.

LMR Partners first reported a position in UPS in Q1 2014 and held it in 6 quarters. The position peaked at $2.65M in Q1 2014. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

LMR Partners reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 3,800 United Parcel Service shares in Q2 2025, an estimated $418K.
LMR Partners first reported a position in United Parcel Service in Q1 2014 and held it in 6 quarters.
LMR Partners's United Parcel Service position peaked at $2.65M in Q1 2014.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.