United Parcel Service shares owned by Fortis Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $937k | 6.9k | 136.35 |
| 2024-06-30 | $1.5M | 11k | 136.86 |
| 2024-03-31 | $2.4M | 16k | 148.63 |
| 2023-09-30 | $2.7M | 18k | 155.87 |
| 2023-06-30 | $148k | 823 | 179.17 |
| 2023-03-31 | $3.5M | 18k | 193.99 |
| 2022-12-31 | $3.2M | 18k | 173.84 |
| 2022-09-30 | $2.9M | 18k | 161.54 |
| 2022-06-30 | $3.4M | 18k | 182.55 |
| 2022-03-31 | $4.0M | 18k | 214.46 |
| 2021-12-31 | $4.0M | 18k | 214.36 |
| 2021-09-30 | $3.4M | 18k | 182.11 |
| 2021-06-30 | $3.8M | 18k | 207.99 |
| 2021-03-31 | $3.2M | 19k | 169.99 |
| 2020-12-31 | $3.1M | 19k | 168.42 |
| 2020-09-30 | $3.2M | 19k | 166.61 |
| 2020-06-30 | $2.2M | 20k | 111.20 |
| 2020-03-31 | $1.9M | 20k | 93.42 |
| 2019-12-31 | $2.4M | 20k | 117.07 |
| 2019-09-30 | $2.4M | 20k | 119.84 |
| 2019-06-30 | $2.1M | 20k | 103.28 |
| 2019-03-31 | $2.2M | 20k | 111.74 |
| 2018-12-31 | $2.1M | 22k | 97.55 |
| 2018-09-30 | $2.5M | 22k | 116.74 |
| 2018-06-30 | $2.3M | 22k | 106.24 |
| 2018-03-31 | $2.3M | 22k | 104.68 |
| 2017-12-31 | $2.6M | 22k | 119.16 |
| 2017-09-30 | $2.6M | 22k | 120.11 |
| 2017-06-30 | $2.6M | 24k | 110.61 |
| 2017-03-31 | $2.5M | 23k | 107.28 |
| 2016-12-31 | $2.4M | 21k | 114.63 |