United Parcel Service shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Berman Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $709k | 3.9k | 181.55 |
2021-06-30 | $781k | 3.8k | 207.91 |
2021-03-31 | $559k | 3.3k | 169.74 |
2020-12-31 | $472k | 2.9k | 160.38 |
2020-09-30 | $356k | 2.8k | 125.00 |
2020-06-30 | $0 | 1.1k | 0.00 |
2020-03-31 | $101k | 1.1k | 93.02 |
2019-12-31 | $89k | 768 | 115.38 |
2019-09-30 | $83k | 694 | 119.60 |
2019-06-30 | $54k | 526 | 102.66 |
2019-03-31 | $88k | 795 | 110.69 |
2018-12-31 | $410k | 4.2k | 97.40 |
2018-06-30 | $211k | 2.0k | 106.76 |
2018-03-31 | $213k | 2.0k | 105.06 |