United Parcel Service shares owned by A. Montag and Associates
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 13k | 157.23 |
| 2023-09-30 | $2.8M | 18k | 155.87 |
| 2023-06-30 | $3.4M | 19k | 179.25 |
| 2023-03-31 | $3.6M | 19k | 193.99 |
| 2022-12-31 | $3.2M | 18k | 173.84 |
| 2022-09-30 | $3.1M | 19k | 161.55 |
| 2022-06-30 | $1.3M | 7.2k | 182.56 |
| 2022-03-31 | $1.4M | 6.6k | 214.53 |
| 2021-12-31 | $1.4M | 6.6k | 214.32 |
| 2021-09-30 | $1.1M | 6.3k | 182.08 |
| 2021-06-30 | $1.4M | 6.8k | 207.94 |
| 2021-03-31 | $1.2M | 6.8k | 170.02 |
| 2020-12-31 | $1.1M | 6.8k | 168.41 |
| 2020-09-30 | $1.2M | 7.2k | 166.57 |
| 2020-06-30 | $670k | 6.0k | 111.11 |
| 2020-03-31 | $565k | 6.1k | 93.39 |
| 2019-12-31 | $708k | 6.1k | 117.02 |
| 2019-09-30 | $737k | 6.2k | 119.84 |
| 2019-06-30 | $1.6M | 16k | 103.27 |
| 2019-03-31 | $2.3M | 21k | 111.75 |
| 2018-12-31 | $2.1M | 21k | 97.53 |
| 2018-09-30 | $1.6M | 13k | 116.72 |
| 2018-06-30 | $1.9M | 18k | 106.25 |
| 2018-03-31 | $1.8M | 17k | 104.66 |
| 2017-12-31 | $4.6M | 38k | 119.15 |
| 2017-09-30 | $5.1M | 42k | 120.08 |
| 2017-06-30 | $4.5M | 40k | 110.60 |
| 2017-03-31 | $4.5M | 42k | 107.29 |
| 2016-12-31 | $6.3M | 55k | 114.64 |
| 2016-09-30 | $6.1M | 56k | 109.36 |
| 2016-06-30 | $8.0M | 75k | 107.73 |
| 2016-03-31 | $7.6M | 72k | 105.47 |
| 2015-12-31 | $10M | 108k | 96.23 |
| 2015-09-30 | $10M | 102k | 98.69 |
| 2015-06-30 | $2.0M | 21k | 96.93 |
| 2015-03-31 | $2.0M | 21k | 96.93 |
| 2014-12-31 | $2.2M | 20k | 111.17 |
| 2014-09-30 | $1.8M | 18k | 98.27 |
| 2014-06-30 | $1.8M | 18k | 102.64 |
| 2014-03-31 | $1.7M | 18k | 97.40 |
| 2013-12-31 | $1.8M | 18k | 105.10 |
| 2013-09-30 | $1.6M | 18k | 91.36 |
| 2013-06-30 | $1.7M | 20k | 86.48 |
| 2013-03-31 | $1.5M | 18k | 85.88 |
| 2012-12-31 | $1.3M | 18k | 73.73 |
| 2012-09-30 | $1.3M | 18k | 71.56 |
| 2012-06-30 | $1.5M | 19k | 78.77 |
| 2012-03-31 | $1.4M | 17k | 80.71 |
| 2011-12-31 | $1.2M | 16k | 73.21 |
| 2011-09-30 | $1.0M | 16k | 63.16 |
| 2011-06-30 | $910k | 13k | 72.95 |
| 2011-03-31 | $230k | 3.1k | 74.19 |
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