United Parcel Service shares owned by Creative Planning
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in United Parcel Service
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All positions including United Parcel Service held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in United Parcel Service by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $52M | 332k | 157.23 |
| 2023-09-30 | $37M | 239k | 155.87 |
| 2023-06-30 | $40M | 224k | 179.25 |
| 2023-03-31 | $43M | 223k | 193.99 |
| 2022-12-31 | $38M | 221k | 173.84 |
| 2022-09-30 | $36M | 220k | 161.54 |
| 2022-06-30 | $40M | 218k | 182.54 |
| 2022-03-31 | $670k | 246k | 2.73 |
| 2021-12-31 | $44M | 203k | 214.34 |
| 2021-09-30 | $1.0M | 209k | 5.00 |
| 2021-06-30 | $297k | 163k | 1.82 |
| 2021-03-31 | $40M | 238k | 169.99 |
| 2020-12-31 | $32M | 190k | 168.40 |
| 2020-09-30 | $30M | 179k | 166.63 |
| 2020-06-30 | $18M | 164k | 111.18 |
| 2020-03-31 | $15M | 164k | 93.42 |
| 2019-12-31 | $19M | 162k | 117.06 |
| 2019-09-30 | $22M | 183k | 119.82 |
| 2019-06-30 | $18M | 175k | 103.27 |
| 2019-03-31 | $17M | 149k | 111.74 |
| 2018-12-31 | $15M | 157k | 97.53 |
| 2018-09-30 | $18M | 150k | 116.75 |
| 2018-06-30 | $16M | 149k | 106.23 |
| 2018-03-31 | $20M | 195k | 104.66 |
| 2017-12-31 | $24M | 203k | 119.15 |
| 2017-09-30 | $23M | 194k | 120.09 |
| 2017-06-30 | $21M | 188k | 110.59 |
| 2017-03-31 | $21M | 194k | 107.30 |
| 2016-12-31 | $20M | 172k | 114.64 |
| 2016-09-30 | $19M | 170k | 109.36 |
| 2016-06-30 | $17M | 154k | 107.72 |
| 2016-03-31 | $16M | 150k | 105.47 |
| 2015-12-31 | $14M | 141k | 96.23 |
| 2015-09-30 | $9.8M | 99k | 98.69 |
| 2015-06-30 | $7.8M | 80k | 96.91 |
| 2015-03-31 | $8.4M | 87k | 96.94 |
| 2014-12-31 | $5.1M | 46k | 111.16 |
| 2014-09-30 | $4.2M | 43k | 98.28 |
| 2014-06-30 | $4.3M | 42k | 102.66 |
| 2014-03-31 | $5.1M | 52k | 97.39 |
| 2013-12-31 | $5.7M | 54k | 105.09 |
| 2013-09-30 | $3.5M | 39k | 91.36 |
| 2013-06-30 | $2.1M | 25k | 86.46 |
| 2012-12-31 | $1.2M | 16k | 73.76 |
| 2012-09-30 | $773k | 11k | 71.54 |
| 2012-06-30 | $616k | 7.8k | 78.76 |
| 2011-12-31 | $464k | 6.3k | 73.17 |