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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SC
2001
SRB Corp
Massachusetts
– -$778K -4,620 Closed
BCM
2002
Brasada Capital Management
Texas
– -$758K -4,500 Closed
Fiera Capital (Canada)
2003
Fiera Capital (Canada)
Quebec, Canada
– -$695K -4,126 Closed
RIA
2004
Regal Investment Advisors
Michigan
– -$665K -3,947 Closed
OPWM
2005
Oxinas Partners Wealth Management
Indiana
– -$575K -3,417 Closed
AAM
2006
Aureus Asset Management
Massachusetts
– -$557K -3,306 Closed
MWM
2007
Mattern Wealth Management
Kansas
– -$510K -3,031 Closed
ECM
2008
ExodusPoint Capital Management
New York
– -$456K -2,705 Closed
ER
2009
Enlightenment Research
Florida
– -$421K -2,500 Closed
HKAM
2010
Horizon Kinetics Asset Management
New York
– -$418K -2,480 Closed
CGA
2011
Crescent Grove Advisors
Illinois
– -$404K -2,398 Closed
JAM
2012
Jupiter Asset Management
United Kingdom
– -$403K -2,397 Closed
VI
2013
Versor Investments
New York
– -$401K -2,384 Closed
AFM
2014
Andesa Financial Management
Pennsylvania
– -$401K -2,366 Closed
CCIA
2015
Campbell & Co Investment Adviser
Maryland
– -$394K -2,341 Closed
WG
2016
Winton Group
United Kingdom
– -$346K -2,054 Closed
MFG
2017
Magnus Financial Group
New York
– -$344K -2,041 Closed
HWM
2018
Hohimer Wealth Management
Washington
– -$339K -2,015 Closed
EWA
2019
Encompass Wealth Advisors
Oregon
– -$333K -1,975 Closed
FHC
2020
First Heartland Consultants
Missouri
– -$331K -1,968 Closed
AIIMS
2021
Analyst IMS Investment Management Services
Israel
– -$325K -1,930 Closed
PM
2022
Parametrica Management
Hong Kong
– -$315K -1,871 Closed
EA
2023
Emerald Advisors
Washington
– -$288K -1,708 Closed
BCM
2024
Bayesian Capital Management
New York
– -$286K -1,700 Closed
DACS
2025
Dymon Asia Capital (Singapore)
Singapore
– -$284K -1,688 Closed