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United Parcel Service shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 55k 83.53
2025-06-30 $4.8M 47k 100.94
2025-03-31 $5.2M 47k 109.99
2024-12-31 $5.8M 46k 126.10
2024-09-30 $6.3M 46k 136.34
2024-06-30 $8.6M 63k 136.85
2024-03-31 $6.5M 44k 148.63
2023-12-31 $6.8M 43k 157.23