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United Parcel Service shares owned by Avalon Advisors

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

Historical chart of Avalon Advisors investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Avalon Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $43M 221k 193.99
2022-12-31 $39M 225k 173.84
2022-09-30 $39M 240k 161.54
2022-06-30 $44M 239k 182.54
2022-03-31 $48M 225k 214.46
2021-12-31 $19M 89k 214.34
2021-09-30 $20M 108k 182.10
2021-06-30 $24M 116k 207.97
2021-03-31 $33M 192k 169.99
2020-12-31 $35M 206k 168.40
2020-09-30 $40M 241k 166.63
2020-06-30 $33M 296k 111.18
2020-03-31 $29M 315k 93.42
2019-12-31 $34M 294k 117.06
2019-09-30 $30M 247k 119.82
2019-06-30 $24M 227k 103.27
2019-03-31 $20M 180k 111.74
2018-12-31 $17M 174k 97.53
2018-09-30 $22M 184k 116.75
2018-06-30 $21M 200k 106.23
2018-03-31 $16M 137k 119.15
2017-12-31 $16M 137k 119.15
2017-09-30 $18M 151k 120.09
2017-06-30 $14M 130k 110.59
2017-03-31 $12M 115k 107.30
2016-12-31 $26M 228k 114.64
2016-09-30 $26M 234k 109.36
2016-06-30 $25M 236k 107.72
2016-03-31 $11M 109k 105.47
2015-12-31 $10M 107k 96.23
2015-09-30 $11M 108k 98.69
2015-06-30 $10M 107k 96.91
2014-12-31 $11M 98k 111.17
2014-09-30 $9.5M 96k 98.29
2014-06-30 $10M 98k 102.66
2014-03-31 $9.6M 99k 97.38
2013-12-31 $10M 99k 105.08
2013-09-30 $18M 198k 91.37
2012-06-30 $9.5M 120k 78.76
2012-03-31 $10M 128k 80.72
2011-12-31 $10M 142k 73.19
2011-09-30 $8.8M 139k 63.15
2011-06-30 $11M 145k 72.93
2011-03-31 $12M 167k 74.32
2010-12-31 $12M 170k 72.58