United Parcel Service shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $134k | 627 | 213.72 |
| 2021-09-30 | $109k | 599 | 181.97 |
| 2021-06-30 | $106k | 508 | 208.66 |
| 2021-03-31 | $61k | 360 | 169.44 |
| 2020-12-31 | $61k | 360 | 169.44 |
| 2020-09-30 | $60k | 360 | 166.67 |
| 2020-06-30 | $40k | 360 | 111.11 |
| 2020-03-31 | $31k | 335 | 92.54 |
| 2019-12-31 | $35k | 300 | 116.67 |
| 2019-09-30 | $36k | 300 | 120.00 |
| 2019-06-30 | $31k | 300 | 103.33 |
| 2019-03-31 | $35k | 311 | 112.54 |
| 2018-12-31 | $29k | 300 | 96.67 |
| 2018-06-30 | $21k | 201 | 104.48 |
| 2018-03-31 | $21k | 200 | 105.00 |
| 2017-09-30 | $4.0k | 36 | 111.11 |
| 2016-12-31 | $6.0k | 50 | 120.00 |
| 2016-09-30 | $5.0k | 50 | 100.00 |
| 2016-03-31 | $5.0k | 52 | 96.15 |
| 2015-12-31 | $5.0k | 50 | 100.00 |
| 2015-09-30 | $18k | 185 | 97.30 |
| 2015-06-30 | $18k | 185 | 97.30 |
| 2015-03-31 | $9.8M | 101k | 96.94 |
| 2014-06-30 | $10M | 97k | 102.85 |
| 2014-03-31 | $9.1M | 94k | 97.38 |
| 2013-12-31 | $9.5M | 90k | 105.08 |
| 2013-09-30 | $8.3M | 91k | 91.28 |
| 2013-06-30 | $7.7M | 88k | 86.61 |