United Parcel Service shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 38k | 136.34 |
| 2024-06-30 | $6.3M | 46k | 136.85 |
| 2024-03-31 | $9.4M | 64k | 148.63 |
| 2023-12-31 | $11M | 67k | 157.23 |
| 2023-09-30 | $11M | 68k | 155.87 |
| 2023-06-30 | $13M | 70k | 179.25 |
| 2023-03-31 | $14M | 74k | 193.99 |
| 2022-12-31 | $13k | 74k | 0.17 |
| 2022-09-30 | $13M | 80k | 161.54 |
| 2022-06-30 | $15M | 81k | 182.54 |
| 2022-03-31 | $19M | 88k | 214.46 |
| 2021-12-31 | $16M | 73k | 214.34 |
| 2021-09-30 | $13M | 73k | 182.10 |
| 2021-06-30 | $15M | 70k | 207.96 |
| 2021-03-31 | $12M | 72k | 169.99 |
| 2020-12-31 | $11M | 66k | 168.40 |
| 2020-09-30 | $10M | 62k | 166.63 |
| 2020-06-30 | $3.5M | 31k | 111.18 |
| 2020-03-31 | $2.9M | 31k | 93.43 |
| 2019-12-31 | $3.9M | 34k | 117.06 |
| 2019-09-30 | $3.7M | 31k | 119.83 |
| 2019-06-30 | $0 | 30k | 0.00 |
| 2019-03-31 | $3.2M | 29k | 111.58 |
| 2018-12-31 | $0 | 27k | 0.00 |
| 2018-09-30 | $2.9M | 27k | 110.02 |
| 2018-06-30 | $2.5M | 25k | 100.23 |
| 2018-03-31 | $2.4M | 24k | 103.85 |
| 2017-12-31 | $2.9M | 22k | 129.15 |
| 2017-09-30 | $2.4M | 21k | 117.16 |
| 2017-06-30 | $2.2M | 20k | 110.22 |
| 2017-03-31 | $2.1M | 20k | 106.76 |
| 2016-12-31 | $2.1M | 18k | 114.95 |
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