Baker Avenue Asset Management »

United Parcel Service shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 63k 136.34
2024-03-31 $16M 108k 148.63
2023-12-31 $13M 82k 157.23
2023-09-30 $14M 87k 155.87
2023-06-30 $29M 159k 179.25
2023-03-31 $28M 142k 193.99
2022-12-31 $25M 143k 173.84
2022-09-30 $24M 145k 161.54
2022-06-30 $27M 150k 182.54
2022-03-31 $32M 151k 214.46
2021-12-31 $33M 152k 214.34
2021-09-30 $27M 150k 182.09
2021-06-30 $31M 148k 207.96
2021-03-31 $26M 154k 169.99
2020-12-31 $26M 153k 166.63
2020-09-30 $26M 153k 166.63
2020-06-30 $19M 171k 111.18
2020-03-31 $3.6M 39k 93.41
2019-12-31 $4.5M 38k 117.05
2019-09-30 $4.6M 38k 119.81
2019-06-30 $4.0M 38k 103.26
2019-03-31 $4.3M 38k 111.73
2018-12-31 $3.8M 39k 97.53
2018-09-30 $4.6M 39k 116.75
2017-03-31 $542k 5.0k 107.39
2016-12-31 $700k 6.1k 114.62
2016-09-30 $1.1M 9.7k 109.34
2016-06-30 $1.9M 17k 107.71
2016-03-31 $2.5M 23k 105.46
2015-12-31 $2.8M 29k 96.24
2015-09-30 $3.3M 33k 98.70
2015-06-30 $3.6M 37k 96.91
2012-03-31 $395k 4.9k 80.65
2011-12-31 $296k 4.1k 73.09
2011-09-30 $249k 4.0k 63.04

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Morgan Stanley
Bank of New York Mellon
Wells Fargo & Company
Invesco
Citadel Advisors

View all funds holding United Parcel Service