United Parcel Service shares owned by AE Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 127k | 159.30 |
| 2023-09-30 | $17M | 111k | 155.87 |
| 2023-06-30 | $18M | 102k | 179.24 |
| 2023-03-31 | $19M | 98k | 193.99 |
| 2022-12-31 | $16M | 90k | 173.84 |
| 2022-09-30 | $14M | 89k | 161.54 |
| 2022-06-30 | $16M | 90k | 182.54 |
| 2022-03-31 | $20M | 92k | 214.46 |
| 2021-12-31 | $19M | 89k | 214.34 |
| 2021-09-30 | $16M | 87k | 182.10 |
| 2021-06-30 | $17M | 83k | 207.97 |
| 2021-03-31 | $17M | 98k | 169.99 |
| 2020-12-31 | $18M | 106k | 168.40 |
| 2020-09-30 | $14M | 83k | 166.62 |
| 2020-06-30 | $9.4M | 85k | 111.18 |
| 2020-03-31 | $6.3M | 68k | 93.42 |
| 2019-12-31 | $6.4M | 54k | 117.05 |
| 2019-09-30 | $5.7M | 48k | 119.82 |
| 2019-06-30 | $4.7M | 46k | 103.28 |
| 2019-03-31 | $4.0M | 36k | 111.74 |
| 2018-12-31 | $2.0M | 20k | 97.55 |
| 2018-09-30 | $2.4M | 20k | 116.73 |
| 2018-06-30 | $1.5M | 15k | 106.23 |
| 2018-03-31 | $2.3M | 22k | 104.66 |
| 2017-12-31 | $2.6M | 22k | 119.16 |
| 2017-09-30 | $2.2M | 19k | 120.10 |
| 2017-06-30 | $1.5M | 13k | 110.59 |
| 2017-03-31 | $1.3M | 12k | 107.29 |