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United Parcel Service shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 50k 157.23
2023-09-30 $11M 68k 155.86
2023-06-30 $7.0M 39k 179.25
2023-03-31 $7.4M 38k 193.99
2022-12-31 $7.8M 45k 173.84
2022-09-30 $8.2M 51k 161.50
2022-06-30 $9.1M 50k 182.56
2022-03-31 $14M 64k 214.45
2021-12-31 $5.5M 26k 214.33
2021-09-30 $6.0M 33k 182.09
2021-06-30 $6.3M 31k 207.98
2021-03-31 $2.9M 17k 169.89
2020-12-31 $4.1M 25k 168.36
2020-09-30 $4.0M 24k 166.66
2020-06-30 $3.0M 27k 111.20
2020-03-31 $1.4M 15k 94.97