SEC 13F Intelligence

Lederer & Associates Investment Counsel/Ca / UPS

Lederer & Associates Investment Counsel/Ca’s United Parcel Svcs Inc Position

Does Lederer & Associates Investment Counsel/Ca own United Parcel Svcs Inc (UPS)? Not currently — the last reported position was 11.7K shares worth $1M in Q1 2020; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q1 2020
Shares
11.7K
% of Portfolio
+1.23%
Quarters Held
6
position exited

Position History UPS

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202011.7K$1M+1.23%
Q4 201910.0K$1M+1.02%
Q3 20199.9K$1M+1.14%
Q2 201920.3K$2M+1.92%
Q1 201920.5K$2M+2.13%
Q4 201820.1K$2M+2.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of UPS.