Ascent Wealth Partners »

United Parcel Service shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 32k 157.23
2023-09-30 $5.0M 32k 155.87
2023-06-30 $5.7M 32k 176.71
2023-03-31 $5.9M 31k 192.10
2022-12-31 $5.3M 30k 173.84
2022-09-30 $4.8M 30k 161.52
2022-06-30 $5.6M 31k 182.32
2022-03-31 $6.6M 31k 214.45
2021-12-31 $6.6M 31k 214.34
2021-09-30 $5.5M 30k 182.09
2021-06-30 $6.4M 31k 207.95
2021-03-31 $5.6M 33k 169.99
2020-12-31 $5.4M 32k 168.41
2020-09-30 $5.4M 33k 166.64
2020-06-30 $3.6M 32k 111.15
2020-03-31 $2.9M 31k 93.41
2019-12-31 $3.6M 31k 117.07
2019-09-30 $3.7M 31k 119.80
2019-06-30 $3.2M 31k 103.38
2019-03-31 $3.3M 30k 111.77
2018-12-31 $2.7M 28k 97.53
2018-09-30 $3.3M 29k 116.74
2018-06-30 $3.0M 28k 106.20
2018-03-31 $2.9M 28k 104.68
2017-12-31 $3.4M 29k 119.14
2017-09-30 $3.4M 29k 120.08
2017-06-30 $3.1M 28k 110.58
2017-03-31 $3.0M 28k 107.30
2016-12-31 $3.0M 26k 114.66
2016-09-30 $2.9M 26k 109.36
2016-06-30 $2.8M 26k 107.74
2016-03-31 $2.7M 26k 105.48
2015-12-31 $2.5M 26k 96.20
2015-09-30 $2.5M 25k 98.68
2015-06-30 $2.4M 25k 96.93
2015-03-31 $2.6M 26k 96.96
2014-12-31 $2.8M 25k 111.15
2014-09-30 $2.4M 24k 98.30
2014-06-30 $2.5M 24k 102.66
2014-03-31 $2.4M 24k 97.35
2013-12-31 $1.6M 15k 105.11