United Parcel Service shares owned by CapWealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by CapWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $9.1M | 58k | 157.23 |
2023-09-30 | $9.0M | 58k | 155.87 |
2023-06-30 | $10M | 56k | 179.25 |
2023-03-31 | $11M | 56k | 193.99 |
2022-12-31 | $11M | 64k | 173.84 |
2022-09-30 | $10M | 63k | 161.53 |
2022-06-30 | $11M | 62k | 182.54 |
2022-03-31 | $13M | 61k | 214.46 |
2021-12-31 | $13M | 60k | 214.35 |
2021-09-30 | $11M | 59k | 182.09 |
2021-06-30 | $17M | 83k | 207.98 |
2021-03-31 | $14M | 83k | 169.99 |
2020-12-31 | $15M | 87k | 168.40 |
2020-09-30 | $19M | 116k | 166.63 |
2020-06-30 | $13M | 118k | 111.18 |
2020-03-31 | $10M | 110k | 93.42 |
2019-12-31 | $12M | 106k | 117.06 |
2019-09-30 | $13M | 108k | 119.82 |
2019-06-30 | $11M | 105k | 103.27 |
2019-03-31 | $12M | 103k | 111.74 |
2018-12-31 | $10M | 103k | 97.53 |
2018-09-30 | $8.9M | 77k | 116.74 |
2018-06-30 | $7.8M | 74k | 106.22 |
2018-03-31 | $8.4M | 71k | 119.15 |
2017-12-31 | $8.4M | 71k | 119.15 |
2017-09-30 | $8.3M | 69k | 120.09 |
2017-06-30 | $7.5M | 68k | 110.59 |
2017-03-31 | $7.1M | 67k | 107.30 |
2016-12-31 | $7.6M | 66k | 114.64 |
2016-09-30 | $7.1M | 65k | 109.37 |
2016-06-30 | $6.9M | 64k | 107.73 |
2016-03-31 | $6.8M | 65k | 105.47 |
2015-12-31 | $6.1M | 63k | 96.23 |
2015-09-30 | $6.3M | 64k | 98.70 |
2015-06-30 | $6.1M | 63k | 96.91 |
2015-03-31 | $5.8M | 59k | 96.93 |
2014-12-31 | $6.4M | 57k | 111.16 |
2014-09-30 | $5.4M | 55k | 98.29 |
2014-06-30 | $5.4M | 53k | 102.66 |
2014-03-31 | $4.8M | 50k | 97.39 |
2013-12-31 | $3.5M | 33k | 105.09 |
2013-09-30 | $3.2M | 35k | 91.37 |
2013-06-30 | $2.9M | 34k | 86.49 |
2013-03-31 | $2.3M | 27k | 85.91 |
2012-09-30 | $7.0k | 100 | 70.00 |