United Parcel Service shares owned by Caldwell Trust
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 14k | 83.53 |
| 2021-12-31 | $1.6M | 7.5k | 214.34 |
| 2021-09-30 | $1.4M | 7.4k | 182.10 |
| 2021-06-30 | $1.3M | 6.1k | 207.97 |
| 2021-03-31 | $911k | 5.4k | 169.99 |
| 2020-12-31 | $800k | 4.8k | 168.40 |
| 2020-09-30 | $676k | 4.1k | 166.63 |
| 2020-06-30 | $500k | 4.5k | 111.18 |
| 2020-03-31 | $428k | 4.6k | 93.42 |
| 2019-12-31 | $527k | 4.5k | 117.06 |