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Concurrent Investment Advisors, LLC → UPS
Concurrent Investment Advisors, LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
10
Latest value
$8.2M
Q3 2026
Peak value
$10.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q4 2025 | $8.9M |
| Q4 2025 | $1.9M |
| Q1 2026 | $3M |
| Q1 2026 | $9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $10.4M |
| Q3 2026 | $19K |
| Q3 2026 | $8.1M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 88.0K | — | — |
| Q3 2026 | $8.1M | 86.8K | — | — |
| Q3 2026 | $19K | 200 | — | — |
| Q2 2026 | $10.4M | 96.5K | — | — |
| Q2 2026 | $5.2M | 48.4K | — | — |
| Q1 2026 | $9M | 91.3K | — | — |
| Q1 2026 | $3M | 30.5K | — | — |
| Q4 2025 | $1.9M | 18.9K | — | — |
| Q4 2025 | $8.9M | 90.0K | — | — |
| Q3 2025 | $4.6M | 55.1K | — | — |