Position
Simplicity 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 −$7.55K$99.19 → $98.38
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 9.24K | $916.9K | — | — | — | 0.1% |
| Q1 2026 | 10.5K | $1.03M | $98.38 | −$7.55K | $121K | 0.1% |