Allegiant Private Advisors »

United Parcel Service shares owned by Allegiant Private Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Allegiant Private Advisors from 13F filings

Historical chart of Allegiant Private Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $7.2M 35k 207.99
2021-03-31 $6.4M 38k 169.99
2020-12-31 $6.8M 41k 168.40

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
ClearBridge Advisors
Legal & General Group
UBS Group

View all funds holding United Parcel Service