United Parcel Service shares owned by Charter Trust
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 87k | 148.63 |
| 2023-12-31 | $14M | 87k | 157.23 |
| 2023-09-30 | $14M | 87k | 155.87 |
| 2023-06-30 | $16M | 87k | 179.25 |
| 2023-03-31 | $17M | 87k | 193.99 |
| 2022-12-31 | $15M | 87k | 173.84 |
| 2022-09-30 | $14M | 87k | 161.54 |
| 2022-06-30 | $16M | 87k | 182.54 |
| 2022-03-31 | $19M | 88k | 214.46 |
| 2021-12-31 | $19M | 89k | 214.34 |
| 2021-09-30 | $16M | 89k | 182.10 |
| 2021-06-30 | $19M | 89k | 207.96 |
| 2021-03-31 | $15M | 90k | 169.98 |
| 2020-12-31 | $15M | 90k | 168.40 |
| 2020-09-30 | $15M | 90k | 166.63 |
| 2020-06-30 | $10M | 90k | 111.18 |
| 2020-03-31 | $8.5M | 91k | 93.43 |
| 2019-12-31 | $11M | 91k | 117.07 |
| 2019-09-30 | $11M | 92k | 119.82 |
| 2019-06-30 | $9.9M | 96k | 103.27 |
| 2019-03-31 | $11M | 96k | 111.74 |
| 2018-12-31 | $9.6M | 98k | 97.53 |
| 2018-09-30 | $12M | 104k | 116.75 |
| 2018-06-30 | $11M | 105k | 106.23 |
| 2018-03-31 | $11M | 104k | 104.66 |
| 2017-12-31 | $13M | 105k | 119.15 |
| 2017-09-30 | $13M | 106k | 120.09 |
| 2017-06-30 | $12M | 108k | 110.59 |
| 2017-03-31 | $12M | 111k | 107.30 |
| 2016-12-31 | $13M | 114k | 114.64 |
| 2016-09-30 | $12M | 111k | 109.36 |
| 2016-06-30 | $12M | 114k | 107.72 |
| 2016-03-31 | $12M | 116k | 105.47 |
| 2015-12-31 | $11M | 118k | 96.23 |
| 2015-09-30 | $12M | 122k | 98.69 |
| 2015-06-30 | $12M | 122k | 96.91 |
| 2015-03-31 | $7.5M | 78k | 96.94 |
| 2014-12-31 | $5.3M | 47k | 111.17 |
| 2014-09-30 | $4.6M | 47k | 98.29 |
| 2014-06-30 | $12M | 115k | 102.66 |
| 2014-03-31 | $11M | 115k | 97.38 |
| 2013-12-31 | $12M | 115k | 105.08 |
| 2013-09-30 | $11M | 115k | 91.37 |
| 2013-06-30 | $10M | 116k | 86.48 |
| 2013-03-31 | $9.9M | 115k | 85.90 |
| 2012-12-31 | $9.4M | 128k | 73.73 |
| 2012-09-30 | $9.2M | 128k | 71.57 |
| 2012-06-30 | $10M | 131k | 78.76 |
| 2012-03-31 | $11M | 130k | 80.72 |
| 2011-12-31 | $11M | 144k | 73.19 |
| 2011-09-30 | $9.0M | 142k | 63.15 |
| 2011-06-30 | $10M | 142k | 72.93 |
| 2011-03-31 | $14M | 184k | 74.32 |