United Parcel Service shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 17k | 157.23 |
| 2023-09-30 | $2.9M | 19k | 155.87 |
| 2023-06-30 | $3.7M | 25k | 147.46 |
| 2023-03-31 | $34M | 171k | 201.26 |
| 2022-12-31 | $2.7M | 16k | 173.85 |
| 2022-09-30 | $2.6M | 16k | 161.54 |
| 2022-06-30 | $2.0M | 11k | 182.53 |
| 2022-03-31 | $2.2M | 10k | 214.46 |
| 2021-12-31 | $2.3M | 11k | 214.35 |
| 2021-09-30 | $1.9M | 11k | 182.08 |
| 2021-06-30 | $2.4M | 12k | 207.97 |
| 2021-03-31 | $2.1M | 12k | 170.03 |
| 2020-12-31 | $7.7M | 46k | 168.41 |
| 2020-09-30 | $7.6M | 46k | 166.63 |
| 2020-06-30 | $6.1M | 55k | 111.17 |
| 2020-03-31 | $5.2M | 55k | 93.41 |
| 2019-12-31 | $6.5M | 56k | 117.06 |
| 2019-09-30 | $6.8M | 57k | 119.81 |
| 2019-06-30 | $5.8M | 56k | 103.27 |
| 2019-03-31 | $6.3M | 56k | 111.74 |
| 2018-12-31 | $5.5M | 57k | 97.52 |
| 2018-09-30 | $6.8M | 58k | 116.75 |
| 2018-06-30 | $5.3M | 50k | 106.24 |
| 2018-03-31 | $5.2M | 50k | 104.65 |
| 2017-12-31 | $5.8M | 49k | 119.15 |
| 2017-09-30 | $5.9M | 49k | 120.09 |
| 2017-06-30 | $6.3M | 57k | 110.59 |
| 2017-03-31 | $6.2M | 58k | 107.29 |
| 2016-12-31 | $6.6M | 59k | 113.27 |
| 2016-09-30 | $6.4M | 58k | 109.37 |
| 2016-06-30 | $6.7M | 62k | 107.72 |
| 2016-03-31 | $5.3M | 50k | 105.46 |
| 2015-12-31 | $4.8M | 50k | 96.23 |
| 2015-09-30 | $4.9M | 50k | 98.69 |
| 2015-06-30 | $4.8M | 50k | 96.91 |
| 2015-03-31 | $4.8M | 50k | 96.94 |
| 2014-12-31 | $5.6M | 51k | 111.16 |
| 2014-09-30 | $5.1M | 52k | 98.28 |
| 2014-06-30 | $18M | 172k | 102.66 |
| 2014-03-31 | $16M | 166k | 97.38 |
| 2013-12-31 | $17M | 158k | 105.08 |
| 2013-09-30 | $16M | 174k | 91.37 |
| 2013-06-30 | $15M | 170k | 86.48 |
| 2013-03-31 | $15M | 170k | 85.90 |
| 2012-09-30 | $11M | 154k | 71.57 |
| 2012-06-30 | $11M | 145k | 78.76 |
| 2012-03-31 | $12M | 147k | 80.72 |
| 2011-12-31 | $5.7M | 78k | 73.20 |