| Quarter | Score |
|---|---|
| 2013-Q2 | 62.5 |
| 2013-Q3 | 62.0 |
| 2013-Q4 | 62.2 |
| 2014-Q1 | 62.1 |
| 2014-Q2 | 61.7 |
| 2014-Q3 | 62.0 |
| 2018-Q1 | 58.0 |
| 2018-Q2 | 58.1 |
| 2018-Q3 | 58.7 |
| 2019-Q2 | 56.9 |
| 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 | 69.8 |
| 2025-Q1 | 65.5 |
| 2025-Q2 | 73.1 |
| 2025-Q3 | 38.1 |
| 2025-Q4 | 38.8 |
| 2026-Q1 | 39.0 |
| 2026-Q2 | 39.9 |
Active institutional exit or low consensus; avoid or liquidate
Trading +19.7% above funds' estimated purchase price
1 of 16 tracked funds hold UPS. Avg conviction: 2.9%. Net trimming. First tracked at $83.53 (current +19.7% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 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 |