OCM
Osterweis Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$1.1K | – | 420 |
|
|
2025
Q1 | $1.1K | Buy |
+10
| New | +$1.1K | ﹤0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-158,590
| Closed | -$34M | – | 156 |
|
|
2022
Q1 | $34M | Buy |
158,590
+944
| +0.6% | +$202K | 1.87% | 12 |
|
|
2021
Q4 | $33.8M | Buy |
+157,646
| New | +$33.8M | 1.69% | 17 |
|