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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

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Quarterly reported holdings in United Parcel Service by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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