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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

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Quarterly reported holdings in United Parcel Service by Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
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