Ibex Wealth Advisors »

United Parcel Service shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 45k 173.83
2023-12-31 $3.4k 22 156.59
2023-09-30 $6.5M 42k 155.87
2023-03-31 $11M 54k 193.99
2022-12-31 $7.9M 45k 173.83
2022-09-30 $6.9M 43k 161.54
2022-06-30 $7.8M 43k 182.54
2022-03-31 $11M 53k 214.45
2021-12-31 $8.8M 41k 214.35
2021-09-30 $7.4M 41k 182.10
2021-06-30 $8.5M 41k 207.96
2021-03-31 $6.8M 40k 169.99
2020-12-31 $6.6M 39k 168.39
2020-09-30 $6.4M 38k 166.63
2020-06-30 $4.2M 38k 111.18
2020-03-31 $3.6M 38k 93.41