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United Parcel Service shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 16k 155.87
2023-06-30 $3.1M 17k 179.23
2021-06-30 $553k 2.9k 193.83
2021-03-31 $494k 2.9k 169.88
2020-12-31 $479k 2.8k 168.31
2020-09-30 $474k 2.8k 166.73
2020-06-30 $290k 2.6k 111.11
2019-12-31 $233k 2.0k 116.85
2019-09-30 $216k 1.9k 112.27
2018-06-30 $328k 3.1k 106.32
2018-03-31 $487k 4.7k 104.73
2017-12-31 $468k 3.9k 119.21