Institutional & Family Asset Management »

United Parcel Service shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $137k 920 148.56
2023-12-31 $122k 779 157.17
2023-09-30 $115k 735 155.81
2023-06-30 $173k 963 179.20
2023-03-31 $202k 1.0k 193.94
2022-12-31 $164k 941 173.79
2022-09-30 $159k 986 161.26
2022-06-30 $182k 995 182.91
2022-03-31 $115k 536 214.55
2021-12-31 $116k 540 214.81
2021-09-30 $114k 624 182.69
2021-06-30 $134k 643 208.40
2021-03-31 $139k 818 169.93
2020-12-31 $245k 1.5k 168.04
2020-09-30 $259k 1.6k 166.88
2020-06-30 $243k 2.2k 111.37
2020-03-31 $201k 2.2k 93.49
2019-12-31 $212k 1.8k 117.00
2019-09-30 $203k 1.7k 120.05
2019-06-30 $167k 1.6k 103.41
2019-03-31 $182k 1.6k 111.93
2018-12-31 $138k 1.4k 97.25
2018-09-30 $161k 1.4k 116.58
2018-06-30 $215k 2.0k 106.38
2018-03-31 $215k 2.1k 104.52
2017-09-30 $772k 6.4k 120.04
2017-06-30 $591k 5.3k 110.51
2017-03-31 $573k 5.3k 107.34
2016-12-31 $634k 5.5k 114.69
2016-09-30 $584k 5.3k 109.45
2016-06-30 $575k 5.3k 107.76
2016-03-31 $392k 4.1k 96.34
2015-12-31 $392k 4.1k 96.34

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JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset Management

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
Susquehanna International
ClearBridge Advisors
Legal & General Group

View all funds holding United Parcel Service