Number of Shares
51,394.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
2.66%
Total Estimate Gain
$-1.59 Mil
% of Total Estimate Gain
-22.03%

Birch Capital Management, LLC's United Parcel Service Inc Holding Summary

As of 2025-06-30, Birch Capital Management, LLC held 51,394.00 shares of United Parcel Service Inc(UPS), totaling $5.19 Mil. This investment constitutes 2.66% of their stock portfolio, and Birch Capital Management, LLC now holds 0.01% of the outstanding United Parcel Service Inc(UPS) stock.

The initial trade took place in 2019Q4. And since then Birch Capital Management, LLC has made 18 purchases of UPS, at an average price of $134.87, for a total of 53,457.00 shares. In addition, there have been 4 sales at an average price of $170.68 for 2,063.00 shares. Based on historical transaction data and UPS's current price of $102.53, Birch Capital Management, LLC's estimated gain on his UPS holdings is $-1.59 Mil, reflecting a -22.03% gain to date.

Birch Capital Management, LLC UPS ($102.53) Holding Chart

Birch Capital Management, LLC UPS ($102.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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