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United Parcel Service shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in United Parcel Service

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All positions including United Parcel Service held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.8M 13k 215.10
2021-09-30 $2.3M 13k 182.05
2021-06-30 $2.9M 14k 207.94
2021-03-31 $1.9M 11k 169.91
2020-12-31 $1.9M 11k 168.39
2020-09-30 $1.8M 11k 166.58
2020-06-30 $1.3M 12k 111.16
2020-03-31 $1.1M 12k 93.37
2019-12-31 $1.2M 9.9k 116.98
2019-09-30 $1.2M 9.9k 119.73
2019-06-30 $1.1M 11k 103.27
2019-03-31 $1.3M 12k 111.73
2018-12-31 $1.1M 12k 97.34
2018-09-30 $1.3M 11k 116.71
2018-06-30 $1.2M 11k 106.22
2018-03-31 $1.2M 11k 104.61
2017-12-31 $1.4M 12k 119.12
2017-09-30 $1.6M 13k 118.15
2017-06-30 $1.4M 13k 110.58
2017-03-31 $1.4M 13k 107.28
2016-12-31 $1.5M 13k 114.58
2016-09-30 $1.4M 13k 109.31
2016-06-30 $1.4M 13k 107.71
2016-03-31 $1.4M 14k 105.41
2015-12-31 $1.2M 12k 96.16
2015-09-30 $1.3M 12k 105.20
2015-06-30 $1.1M 11k 96.87
2015-03-31 $389k 4.0k 96.91
2014-12-31 $385k 3.8k 100.55
2014-09-30 $1.3M 12k 108.74
2014-06-30 $1.2M 12k 102.70
2014-03-31 $1.2M 13k 97.34
2013-12-31 $1.3M 13k 105.07
2013-09-30 $1.3M 14k 91.30
2013-06-30 $1.2M 14k 86.42

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding United Parcel Service

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View all funds holding United Parcel Service