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 (UPS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 10.06 SEC
2001   Q1 683,080 10.06 Add 3.48% 0.34 $56.90 $38,867,000 SEC
2000   Q4 660,120 9.50 Reduce 3.24% 0.26 $58.75 $38,782,000 SEC
2000   Q3 682,255 8.00 Add 21.33% 1.41 $56.37 $38,462,000 SEC
2000   Q2 562,295 7.11 Buy 7.11 $59.00 $33,175,000 SEC