United Parcel Service shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $203k | 2.0k | 100.95 |
| 2025-03-31 | $241k | 2.2k | 109.99 |
| 2024-12-31 | $364k | 2.9k | 126.10 |
| 2024-09-30 | $415k | 3.0k | 136.33 |
| 2024-06-30 | $326k | 2.4k | 136.82 |
| 2024-03-31 | $487k | 3.3k | 148.64 |
| 2023-12-31 | $577k | 3.7k | 157.21 |
| 2023-09-30 | $487k | 3.1k | 155.87 |
| 2023-06-30 | $506k | 2.8k | 179.22 |
| 2023-03-31 | $492k | 2.5k | 193.98 |