United Parcel Service shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $585k | 4.6k | 126.10 |
| 2024-09-30 | $609k | 4.5k | 136.34 |
| 2024-06-30 | $638k | 4.7k | 136.85 |
| 2024-03-31 | $693k | 4.7k | 148.63 |
| 2023-12-31 | $733k | 4.7k | 157.23 |
| 2023-09-30 | $774k | 5.0k | 155.87 |
| 2023-06-30 | $890k | 5.0k | 179.25 |
| 2023-03-31 | $982k | 5.1k | 193.99 |
| 2022-12-31 | $880k | 5.1k | 173.84 |
| 2022-09-30 | $818k | 5.1k | 161.56 |
| 2022-06-30 | $1.0M | 5.7k | 182.59 |
| 2022-03-31 | $1.2M | 5.7k | 214.37 |
| 2021-12-31 | $1.2M | 5.7k | 214.37 |
| 2021-09-30 | $1.0M | 5.8k | 182.02 |
| 2021-06-30 | $1.2M | 5.8k | 208.05 |
| 2021-03-31 | $1.0M | 6.0k | 170.05 |
| 2020-12-31 | $1.0M | 6.0k | 168.37 |
| 2020-09-30 | $1.0M | 6.1k | 166.69 |
| 2020-06-30 | $719k | 6.5k | 111.25 |
| 2020-03-31 | $604k | 6.5k | 93.46 |
| 2019-12-31 | $757k | 6.5k | 117.13 |
| 2019-09-30 | $786k | 6.6k | 119.76 |
| 2019-06-30 | $781k | 7.6k | 103.27 |
| 2019-03-31 | $898k | 8.0k | 111.72 |
| 2018-12-31 | $813k | 8.3k | 97.51 |
| 2018-09-30 | $973k | 8.3k | 116.69 |
| 2018-06-30 | $857k | 8.1k | 106.29 |
| 2018-03-31 | $844k | 8.1k | 104.68 |
| 2017-12-31 | $1.1M | 8.9k | 119.15 |
| 2017-09-30 | $1.1M | 9.1k | 120.11 |
| 2017-06-30 | $984k | 8.9k | 110.56 |
| 2017-03-31 | $934k | 8.7k | 107.36 |
| 2016-12-31 | $997k | 8.7k | 114.60 |
| 2016-09-30 | $955k | 8.7k | 109.33 |
| 2016-06-30 | $952k | 8.8k | 107.75 |
| 2016-03-31 | $963k | 9.1k | 105.42 |
| 2015-12-31 | $879k | 9.1k | 96.22 |
| 2015-09-30 | $902k | 9.1k | 98.74 |
| 2015-06-30 | $905k | 9.3k | 96.95 |
| 2015-03-31 | $905k | 9.3k | 96.95 |
| 2014-12-31 | $1.3M | 12k | 111.19 |
More positions owned by Fernwood Investment Management
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