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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2001
Donoghue Forlines
Massachusetts
– -$1.47M -14,563 Closed
RBA
2002
Richard Bernstein Advisors
New York
– -$1.43M -14,156 Closed
TI
2003
Trexquant Investment
Connecticut
– -$1.43M -14,129 Closed
HCCM
2004
Hudson Canyon Capital Management
New York
– -$1.4M -13,900 Closed
GCP
2005
GSA Capital Partners
United Kingdom
– -$1.31M -13,023 Closed
KPPF
2006
Klein Pavlis & Peasley Financial
California
– -$1.3M -12,926 Closed
KCM
2007
Kerusso Capital Management
North Carolina
– -$1.3M -12,905 Closed
CWM
2008
Cordatus Wealth Management
Pennsylvania
– -$1.28M -12,674 Closed
PWP
2009
Precedent Wealth Partners
Texas
– -$1.21M -12,006 Closed
FAIM
2010
Financial Advocates Investment Management
Washington
– -$1.17M -11,623 Closed
WAM
2011
Wolverine Asset Management
Illinois
– -$1.16M -11,511 Closed
HAM
2012
Harmony Asset Management
Arizona
– -$1.13M -11,161 Closed
N
2013
Numerai
California
– -$1.12M -11,102 Closed
AHB
2014
Abner Herrman & Brock
New Jersey
– -$1.06M -10,550 Closed
MTC
2015
Matrix Trust Company
Colorado
– -$986K -9,766 Closed
GCM
2016
Garland Capital Management
Washington
– -$973K -9,640 Closed
IGAM
2017
iA Global Asset Management
Quebec, Canada
– -$964K -9,547 Closed
VCM
2018
Voleon Capital Management
California
– -$958K -9,495 Closed
CP
2019
Cumberland Partners
Ontario, Canada
– -$944K -9,350 Closed
BC
2020
Bridgefront Capital
Texas
– -$938K -9,292 Closed
NAM
2021
NTV Asset Management
West Virginia
– -$868K -8,604 Closed
HFRG
2022
Houlihan Financial Resource Group
Virginia
– -$851K -8,430 Closed
ACM
2023
Aurdan Capital Management
Pennsylvania
– -$824K -8,162 Closed
MCA
2024
MSH Capital Advisors
Arizona
– -$816K -8,088 Closed
WIS
2025
Wright Investors Service
Connecticut
– -$793K -7,861 Closed
79 80
81
82 83