United Parcel Service shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Icon Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $2.7M | 17k | 155.87 |
2023-06-30 | $4.5M | 25k | 179.25 |
2023-03-31 | $5.6M | 29k | 193.99 |
2022-06-30 | $3.9M | 22k | 182.52 |
2022-03-31 | $6.8M | 32k | 214.47 |
2021-12-31 | $5.5M | 26k | 214.35 |
2021-09-30 | $4.0M | 22k | 182.12 |
2021-06-30 | $4.1M | 20k | 207.99 |
2021-03-31 | $2.9M | 17k | 170.00 |
2020-12-31 | $601k | 3.6k | 168.49 |
2020-09-30 | $3.2M | 19k | 166.63 |
2020-06-30 | $3.1M | 28k | 111.18 |
2019-03-31 | $130k | 1.2k | 111.49 |
2018-12-31 | $129k | 1.3k | 97.43 |
2018-09-30 | $131k | 1.1k | 116.55 |
2018-06-30 | $108k | 1.0k | 106.09 |
2018-03-31 | $144k | 1.4k | 104.50 |
2017-12-31 | $195k | 1.6k | 119.41 |