13F

Position

CreativeOne Wealth, LLC in United Parcel Service Inc

Back to the book · All holders of UPS

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$22.1K$99.19$98.38

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202527.3K$2.71M0.1%
Q1 202628.9K$2.85M$98.38−$22.1K$160.7K0.1%