Integrated Wealth Concepts »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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