Neo Ivy Capital Management’s United Parcel Service UPS Stock Holding History

Neo Ivy Capital 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
2026 Q1	–	Sell	-17,899	Closed	-$1.78M	–	505
2025 Q4	$1.78M	Buy	+17,899	New	+$1.67M	0.28%	130
2024 Q3	–	Sell	-26,992	Closed	-$3.69M	–	401
2024 Q2	$3.69M	Buy	+26,992	New	+$3.86M	0.72%	41
2022 Q4	$171K	Buy	984 +704	+251%	+$122K	0.12%	236
2022 Q3	$45K	Buy	+280	New	+$53K	0.12%	233
2022 Q2	–	Sell	-2,138	Closed	-$458K	–	622
2022 Q1	$458K	Buy	2,138 +615	+40%	+$131K	0.41%	81
2021 Q4	$326K	Buy	+1,523	New	+$310K	0.47%	71
2021 Q2	–	Sell	-1,856	Closed	-$316K	–	621
2021 Q1	$316K	Buy	1,856 +420	+29%	+$67.9K	0.35%	100
2020 Q4	$242K	Buy	+1,436	New	+$242K	0.27%	131
2020 Q1	–	Sell	-6,006	Closed	-$703K	–	551
2019 Q4	$703K	Buy	+6,006	New	+$711K	0.81%	4

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neo Ivy Capital Management's UPS Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 17,899 shares — an estimated $1.78M sold.

Neo Ivy Capital Management first reported a position in UPS in Q4 2019 and held it in 9 quarters. The position peaked at $3.69M in Q2 2024. 2,116 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Neo Ivy Capital Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 17,899 United Parcel Service shares in Q1 2026, an estimated $1.78M.
Neo Ivy Capital Management first reported a position in United Parcel Service in Q4 2019 and held it in 9 quarters.
Neo Ivy Capital Management's United Parcel Service position peaked at $3.69M in Q2 2024.
2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.