United Parcel Service shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $982k | 6.2k | 157.23 |
| 2023-09-30 | $979k | 6.3k | 155.86 |
| 2023-06-30 | $1.1M | 6.2k | 179.25 |
| 2023-03-31 | $965k | 5.0k | 193.97 |
| 2022-12-31 | $733k | 4.2k | 173.82 |
| 2022-09-30 | $643k | 4.0k | 161.56 |
| 2022-06-30 | $903k | 4.9k | 182.53 |
| 2022-03-31 | $1.0M | 4.8k | 214.48 |
| 2021-12-31 | $728k | 3.4k | 214.37 |
| 2021-09-30 | $2.0M | 11k | 182.10 |
| 2021-06-30 | $2.3M | 11k | 207.96 |
| 2021-03-31 | $1.7M | 10k | 169.99 |
| 2020-12-31 | $1.6M | 9.7k | 168.41 |
| 2020-09-30 | $1.5M | 9.3k | 166.63 |
| 2020-06-30 | $1.1M | 9.8k | 111.18 |
| 2020-03-31 | $849k | 9.1k | 93.42 |
| 2019-12-31 | $170k | 1.5k | 117.08 |
| 2019-09-30 | $145k | 1.2k | 119.83 |
| 2018-06-30 | $1.9M | 16k | 118.15 |
| 2018-03-31 | $53k | 505 | 104.95 |
| 2017-12-31 | $456k | 3.8k | 119.18 |
| 2017-09-30 | $474k | 3.9k | 120.12 |
| 2017-06-30 | $312k | 2.8k | 110.44 |
| 2016-06-30 | $508k | 4.7k | 107.63 |
| 2016-03-31 | $406k | 3.9k | 105.45 |
| 2015-09-30 | $204k | 2.1k | 98.55 |
| 2014-12-31 | $228k | 2.1k | 110.95 |
| 2014-09-30 | $327k | 3.3k | 98.38 |
| 2014-06-30 | $700k | 6.8k | 102.71 |
| 2014-03-31 | $604k | 6.2k | 97.42 |
| 2013-12-31 | $283k | 2.7k | 105.20 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors