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United Parcel Service shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 44k 148.63
2023-12-31 $7.5M 48k 157.23
2023-09-30 $7.4M 48k 155.87
2023-06-30 $8.5M 47k 179.25
2023-03-31 $8.6M 45k 193.99
2022-12-31 $7.6M 44k 173.84
2022-09-30 $6.8M 42k 161.54
2022-06-30 $7.7M 42k 182.53
2022-03-31 $8.9M 41k 214.45
2021-12-31 $8.6M 40k 214.35
2021-09-30 $7.3M 40k 182.11
2021-06-30 $7.3M 35k 207.96
2021-03-31 $6.8M 40k 170.00
2020-12-31 $6.3M 38k 168.41
2020-09-30 $6.1M 36k 166.62
2020-06-30 $4.6M 42k 111.17
2020-03-31 $270k 2.9k 93.30