SEC 13F Intelligence

Arbor Wealth Management, LLC / UPS

Arbor Wealth Management, LLC’s United Parcel Svcs Inc Position

Does Arbor Wealth Management, LLC own United Parcel Svcs Inc (UPS)? Not currently — the last reported position was 32.9K shares worth $3M in Q1 2020; the fund’s latest 13F (Q4 2021) no longer reports it.

Position Value
$3M
Q1 2020
Shares
32.9K
% of Portfolio
+1.95%
Quarters Held
5
position exited

Position History UPS

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202032.9K$3M+1.95%
Q4 201919.6K$2M+0.96%
Q3 201941.4K$5M+2.55%
Q2 201949.0K$5M+2.73%
Q1 201942.3K$5M+2.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Wealth Management, LLC’s full portfolio or all institutional holders of UPS.