United Parcel Service shares owned by Carlson Capital
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Carlson Capital
from 13F filings
Historical chart of Carlson Capital investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Carlson Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $735k | 8.8k | 83.53 |
| 2024-12-31 | $807k | 6.4k | 126.10 |
| 2024-06-30 | $5.0M | 37k | 136.85 |
| 2024-03-31 | $7.5M | 50k | 148.63 |
| 2022-06-30 | $4.1M | 22k | 182.52 |
| 2021-03-31 | $10M | 61k | 170.00 |
| 2020-12-31 | $18M | 105k | 168.40 |
| 2020-09-30 | $17M | 100k | 166.63 |
| 2020-06-30 | $13M | 113k | 111.18 |
| 2020-03-31 | $7.5M | 80k | 93.42 |
| 2019-12-31 | $7.1M | 61k | 117.06 |
| 2019-09-30 | $24M | 202k | 119.82 |
| 2019-06-30 | $29M | 281k | 103.27 |
| 2019-03-31 | $15M | 133k | 111.74 |
| 2018-12-31 | $20M | 208k | 97.53 |
| 2018-09-30 | $33M | 286k | 116.75 |
| 2018-06-30 | $29M | 271k | 106.23 |
| 2018-03-31 | $10M | 97k | 104.66 |
| 2017-12-31 | $16M | 137k | 119.15 |
| 2017-09-30 | $16M | 130k | 120.09 |