United Parcel Service shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Heritage Way Advisors 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 Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $5.4M | 25k | 214.36 |
| 2021-09-30 | $4.6M | 26k | 182.10 |
| 2021-06-30 | $5.1M | 25k | 207.96 |
| 2021-03-31 | $4.3M | 26k | 170.00 |
| 2020-12-31 | $4.3M | 26k | 168.39 |
| 2020-09-30 | $4.4M | 26k | 166.62 |
| 2020-06-30 | $2.9M | 26k | 111.18 |
| 2020-03-31 | $2.3M | 25k | 93.41 |
| 2018-09-30 | $2.3M | 20k | 116.75 |
| 2018-06-30 | $2.0M | 19k | 106.24 |
| 2018-03-31 | $1.6M | 16k | 104.66 |
| 2017-12-31 | $3.5M | 29k | 119.14 |
| 2017-09-30 | $1.5M | 13k | 120.12 |
More positions owned by Heritage Way Advisors
Home Depot (HD)
View all positions for Heritage Way Advisors