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United Parcel Service shares owned by Herold Advisors

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

Historical chart of Herold Advisors investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 1.9k 148.68
2023-12-31 $857k 5.4k 157.25
2023-09-30 $990k 6.4k 155.86
2023-06-30 $1.0M 5.6k 179.24
2023-03-31 $965k 5.0k 193.98
2022-12-31 $475k 2.7k 173.82
2022-09-30 $279k 1.7k 161.37
2022-06-30 $333k 1.8k 182.07
2022-03-31 $346k 1.6k 214.55
2021-09-30 $124k 684 181.29