Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  United Parcel Service, Inc. (UPS)
← All UPS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 10.06 $81.95–89.96 · VW $85.92i SEC
2001   Q1 683,080 10.06 Add 3.48% 0.34 $54.57–62.50 · VW $58.68i $38,867,000 SEC
2000   Q4 660,120 9.50 Reduce 3.24% 0.26 $51.25–64.31 · VW $58.81i $38,782,000 SEC
2000   Q3 682,255 8.00 Add 21.33% 1.41 $51.88–61.50 · VW $56.56i $38,462,000 SEC
2000   Q2 562,295 7.11 Buy 7.11 $55.00–66.94 · VW $61.21i $33,175,000 SEC
Price snapshot:
Current price$112.89
52-week low$78.17
52-week high$118.73