SEC 13F Intelligence

Herbst Group, LLC / UPS

Herbst Group, LLC’s United Parcel Svcs Inc Position

Does Herbst Group, LLC own United Parcel Svcs Inc (UPS)? Not currently — the last reported position was 13.6K shares worth $2M in Q2 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$2M
Q2 2024
Shares
13.6K
% of Portfolio
+1.13%
Quarters Held
2
position exited

Position History UPS

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202413.6K$2M+1.13%
Q4 20215.9K$1M+0.78%

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