United Parcel Service shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.6M | 48k | 136.34 |
2024-06-30 | $6.5M | 48k | 136.85 |
2024-03-31 | $8.5M | 57k | 148.63 |
2023-09-30 | $9.5M | 61k | 155.87 |
2023-06-30 | $12M | 66k | 179.25 |
2023-03-31 | $13M | 65k | 193.99 |
2022-12-31 | $6.0M | 35k | 173.83 |
2022-09-30 | $2.5M | 15k | 161.54 |
2022-06-30 | $2.6M | 14k | 182.52 |
2022-03-31 | $2.8M | 13k | 214.46 |
2021-12-31 | $2.3M | 11k | 214.37 |
2021-09-30 | $1.8M | 9.9k | 182.09 |
2021-06-30 | $1.8M | 8.7k | 207.95 |
2021-03-31 | $1.5M | 8.7k | 170.00 |
2020-12-31 | $956k | 5.7k | 168.40 |
2020-09-30 | $822k | 4.9k | 166.53 |
2020-06-30 | $553k | 5.0k | 111.16 |
2020-03-31 | $533k | 5.7k | 93.46 |
2019-12-31 | $637k | 5.4k | 117.12 |
2019-06-30 | $203k | 2.0k | 103.41 |
2019-03-31 | $202k | 1.8k | 111.73 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts