United Parcel Service shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.2M | 45k | 136.34 |
| 2024-06-30 | $8.0M | 58k | 136.85 |
| 2024-03-31 | $9.0M | 61k | 148.63 |
| 2023-09-30 | $12M | 77k | 155.87 |
| 2023-06-30 | $15M | 81k | 179.25 |
| 2023-03-31 | $16M | 82k | 193.99 |
| 2022-12-31 | $7.7M | 44k | 173.84 |
| 2022-09-30 | $6.7M | 41k | 161.61 |
| 2022-06-30 | $7.5M | 41k | 182.55 |
| 2022-03-31 | $8.9M | 41k | 214.57 |
| 2021-12-31 | $9.0M | 42k | 214.29 |
| 2021-09-30 | $7.7M | 42k | 182.02 |
| 2021-06-30 | $8.9M | 43k | 208.06 |
| 2021-03-31 | $7.9M | 47k | 169.93 |
| 2020-12-31 | $8.6M | 51k | 168.48 |
| 2020-09-30 | $8.6M | 51k | 166.64 |
| 2020-06-30 | $6.1M | 55k | 111.25 |
| 2020-03-31 | $5.5M | 59k | 93.49 |
| 2019-12-31 | $7.5M | 66k | 114.29 |
| 2019-09-30 | $8.1M | 68k | 119.88 |
| 2019-06-30 | $6.5M | 65k | 100.00 |
| 2019-03-31 | $6.6M | 60k | 111.69 |
| 2018-12-31 | $6.6M | 68k | 97.54 |
| 2018-09-30 | $8.1M | 69k | 116.76 |
| 2018-06-30 | $7.9M | 75k | 106.19 |
| 2018-03-31 | $7.8M | 74k | 104.66 |
| 2017-12-31 | $9.2M | 78k | 119.24 |
| 2017-09-30 | $9.1M | 76k | 120.16 |
| 2017-06-30 | $8.4M | 76k | 110.64 |
| 2017-03-31 | $8.5M | 79k | 107.23 |
| 2016-12-31 | $9.4M | 82k | 114.61 |
| 2016-09-30 | $9.0M | 82k | 109.35 |
| 2016-06-30 | $9.0M | 84k | 107.68 |
| 2016-03-31 | $9.0M | 86k | 105.47 |
| 2015-12-31 | $9.2M | 95k | 96.23 |
| 2015-09-30 | $17M | 176k | 98.97 |
| 2015-06-30 | $17M | 177k | 96.75 |
| 2015-03-31 | $18M | 182k | 96.84 |
| 2014-12-31 | $20M | 183k | 110.84 |
| 2014-09-30 | $19M | 195k | 98.20 |
| 2014-06-30 | $21M | 199k | 102.77 |
| 2014-03-31 | $20M | 201k | 96.97 |
| 2013-12-31 | $22M | 205k | 105.18 |
| 2013-09-30 | $19M | 204k | 91.35 |
| 2013-06-30 | $18M | 209k | 86.27 |
| 2013-03-31 | $19M | 218k | 85.88 |
| 2012-09-30 | $4.4M | 61k | 71.54 |
| 2012-03-31 | $9.9M | 123k | 80.72 |
| 2011-12-31 | $8.2M | 113k | 73.25 |
| 2011-09-30 | $5.7M | 91k | 63.13 |
| 2011-06-30 | $6.0M | 83k | 72.90 |
| 2011-03-31 | $3.4M | 46k | 74.50 |
| 2010-12-31 | $2.1M | 30k | 72.43 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management