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United Parcel Service shares owned by Beacon Financial

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in United Parcel Service

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All positions including United Parcel Service held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 29k 157.23
2023-09-30 $5.0M 30k 169.39
2023-06-30 $6.1M 35k 176.05
2023-03-31 $8.4M 44k 190.27
2022-12-31 $7.8M 44k 174.96
2022-09-30 $7.4M 45k 165.31
2022-06-30 $8.2M 45k 183.23
2022-03-31 $9.9M 45k 217.94
2021-12-31 $9.7M 45k 213.50
2021-09-30 $8.4M 46k 184.73
2021-06-30 $9.7M 46k 212.46
2021-03-31 $9.7M 59k 164.54
2020-12-31 $9.7M 59k 164.54
2020-09-30 $9.9M 60k 166.63
2020-06-30 $7.5M 69k 109.49
2020-03-31 $6.7M 69k 97.83
2019-12-31 $8.1M 69k 117.07
2019-09-30 $8.2M 69k 118.95
2019-06-30 $7.2M 70k 103.27
2019-03-31 $7.8M 70k 111.75
2018-12-31 $7.0M 72k 96.53
2018-09-30 $8.4M 72k 116.75
2018-06-30 $7.9M 74k 106.22
2018-03-31 $7.8M 75k 104.66
2017-12-31 $9.2M 77k 119.15
2017-09-30 $9.7M 81k 120.09
2017-06-30 $8.8M 80k 109.78
2017-03-31 $8.5M 80k 106.66
2016-12-31 $9.0M 79k 114.64
2016-09-30 $8.6M 79k 108.21
2016-06-30 $8.5M 80k 106.34
2016-03-31 $8.4M 79k 105.73
2015-12-31 $7.8M 80k 97.09
2015-09-30 $8.2M 84k 98.14
2015-06-30 $5.2M 53k 97.30
2015-03-31 $5.5M 57k 97.29
2014-12-31 $6.4M 57k 112.12
2014-09-30 $5.5M 57k 97.34
2014-06-30 $5.8M 60k 97.33
2014-03-31 $5.8M 60k 97.33
2013-12-31 $5.7M 54k 104.91
2013-09-30 $5.2M 58k 91.25