| Quarter | Score |
|---|---|
| 2022-Q1 | 52.0 |
| 2022-Q3 | 66.2 |
| 2022-Q4 | 54.4 |
| 2023-Q1 | 49.0 |
| 2023-Q2 | 63.6 |
| 2023-Q3 | 54.4 |
| 2023-Q4 | 36.2 |
| 2024-Q1 | 50.0 |
| 2024-Q2 | 43.9 |
| 2024-Q3 | 57.9 |
| 2024-Q4 | 57.8 |
| 2025-Q1 | 58.8 |
| 2025-Q2 | 62.0 |
| 2025-Q3 | 81.2 |
| 2025-Q4 | 80.8 |
| 2026-Q1 | 80.2 |
| 2026-Q2 | 80.5 |
Funds reducing exposure or consensus momentum fading
Trading 15.3% below funds' estimated purchase price
2 of 18 tracked funds hold UPS. Avg conviction: 1.5%. Net trimming. First tracked at $109.93 (current -15.3% vs tracked).
Miller Value Partners has 2.9% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Miller Value Partners | 2.9% | Reduce |
| Citadel Advisors | 0.0% | Reduce |