United Parcel Service shares owned by Lee Financial
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $134k | 852 | 157.26 |
| 2023-09-30 | $132k | 845 | 155.79 |
| 2023-06-30 | $151k | 840 | 179.35 |
| 2023-03-31 | $168k | 866 | 194.08 |
| 2022-12-31 | $144k | 831 | 173.75 |
| 2022-09-30 | $134k | 827 | 162.03 |
| 2022-06-30 | $150k | 823 | 182.26 |
| 2022-03-31 | $196k | 912 | 214.91 |
| 2021-12-31 | $177k | 824 | 214.81 |
| 2021-09-30 | $147k | 807 | 182.16 |
| 2021-06-30 | $167k | 804 | 207.71 |
| 2021-03-31 | $136k | 803 | 169.36 |
| 2020-12-31 | $137k | 811 | 168.93 |
| 2020-09-30 | $67k | 400 | 167.50 |
| 2020-06-30 | $44k | 400 | 110.00 |
| 2018-06-30 | $16k | 149 | 107.38 |
| 2018-03-31 | $16k | 149 | 107.38 |
| 2017-12-31 | $28k | 238 | 117.65 |
| 2017-09-30 | $1.1M | 9.0k | 120.13 |
| 2017-06-30 | $1.0M | 9.2k | 110.63 |
| 2017-03-31 | $965k | 9.0k | 107.34 |
| 2016-12-31 | $1.0M | 9.1k | 114.63 |