United Parcel Service shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by HBK Sorce Advisory 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 HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 40k | 136.34 |
| 2024-06-30 | $5.5M | 40k | 136.85 |
| 2024-03-31 | $6.2M | 42k | 148.63 |
| 2023-12-31 | $6.2M | 39k | 157.23 |
| 2023-09-30 | $6.4M | 41k | 155.87 |
| 2023-06-30 | $7.6M | 43k | 179.25 |
| 2023-03-31 | $25M | 86k | 292.25 |
| 2022-12-31 | $15M | 84k | 173.85 |
| 2022-09-30 | $7.2M | 45k | 161.54 |
| 2022-06-30 | $7.2M | 39k | 182.53 |
| 2022-03-31 | $9.2M | 43k | 214.46 |
| 2021-12-31 | $9.4M | 44k | 214.35 |
| 2021-09-30 | $7.5M | 41k | 182.10 |
| 2021-06-30 | $7.5M | 36k | 207.98 |
| 2021-03-31 | $6.3M | 37k | 169.98 |
| 2020-12-31 | $6.2M | 37k | 168.40 |
| 2020-09-30 | $1.5M | 9.1k | 166.56 |
| 2020-06-30 | $1.1M | 9.6k | 111.20 |
| 2020-03-31 | $1.0M | 11k | 93.39 |
| 2019-12-31 | $924k | 7.9k | 117.10 |
| 2019-09-30 | $925k | 7.7k | 119.82 |
| 2019-06-30 | $520k | 4.8k | 107.84 |
| 2019-03-31 | $723k | 6.5k | 111.78 |
| 2018-12-31 | $499k | 5.1k | 97.54 |
| 2018-09-30 | $620k | 5.3k | 116.69 |
| 2018-06-30 | $571k | 5.4k | 106.19 |
| 2018-03-31 | $544k | 5.2k | 104.64 |
| 2017-12-31 | $635k | 5.3k | 119.14 |
| 2017-09-30 | $589k | 4.9k | 120.13 |
| 2017-06-30 | $487k | 4.4k | 110.53 |
| 2017-03-31 | $476k | 4.4k | 107.40 |
| 2016-12-31 | $499k | 4.4k | 114.63 |
| 2016-09-30 | $543k | 5.0k | 109.37 |
| 2016-06-30 | $520k | 4.8k | 107.84 |
| 2016-03-31 | $486k | 4.6k | 105.56 |
| 2015-12-31 | $368k | 3.8k | 96.23 |
| 2015-09-30 | $351k | 3.6k | 98.82 |
| 2015-06-30 | $234k | 2.4k | 96.89 |
| 2015-03-31 | $230k | 2.4k | 96.76 |
| 2014-12-31 | $274k | 2.5k | 111.20 |
| 2014-09-30 | $366k | 3.7k | 98.28 |
| 2014-06-30 | $233k | 2.3k | 102.78 |
| 2014-03-31 | $218k | 2.2k | 97.28 |