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United Parcel Service shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 11k 157.23
2023-09-30 $2.5M 16k 155.87
2023-06-30 $3.1M 18k 179.25
2023-03-31 $4.9M 25k 193.99
2022-12-31 $4.7M 27k 173.84
2022-09-30 $4.6M 28k 161.54
2022-06-30 $4.9M 27k 182.54
2022-03-31 $5.3M 25k 214.44
2021-12-31 $2.8M 13k 214.32
2021-09-30 $2.4M 13k 182.09
2021-06-30 $3.1M 15k 207.95
2021-03-31 $1.4M 8.0k 169.98
2020-12-31 $1.7M 9.8k 168.44
2020-09-30 $1.1M 6.6k 166.57
2020-06-30 $711k 6.4k 111.25
2020-03-31 $837k 9.0k 93.37
2019-12-31 $872k 7.4k 117.43
2019-09-30 $894k 7.5k 119.75
2019-06-30 $801k 7.8k 103.02
2019-03-31 $699k 6.3k 111.73
2018-12-31 $608k 6.2k 97.59