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United Parcel Service shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 16k 148.63
2023-12-31 $2.5M 16k 157.23
2023-09-30 $2.8M 18k 155.87
2023-06-30 $2.8M 16k 179.26
2023-03-31 $3.1B 16k 193988.30
2022-12-31 $2.5B 14k 173845.41
2022-09-30 $1.9M 12k 161.57
2022-06-30 $15k 37k 0.41
2022-03-31 $574k 2.7k 214.42
2021-12-31 $598k 2.8k 215.57
2021-09-30 $467k 2.6k 181.78
2021-06-30 $483k 2.7k 180.76
2021-03-31 $483k 2.8k 170.85
2020-12-31 $466k 2.8k 165.25
2020-09-30 $507k 3.0k 167.71
2020-06-30 $361k 3.2k 111.25
2020-03-31 $288k 3.1k 92.37
2019-12-31 $346k 3.0k 116.34
2019-09-30 $352k 3.0k 118.72
2019-06-30 $277k 2.7k 104.33
2017-12-31 $230k 1.9k 119.23
2017-09-30 $232k 1.9k 120.08