United Parcel Service shares owned by Legacy Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 5.0k | 83.52 |
| 2025-03-31 | $1.2M | 11k | 109.99 |
| 2024-12-31 | $1.5M | 12k | 126.10 |
| 2024-09-30 | $1.6M | 12k | 136.34 |
| 2024-06-30 | $1.6M | 12k | 136.85 |
| 2024-03-31 | $1.9M | 13k | 148.63 |
| 2023-12-31 | $2.8M | 18k | 157.23 |
| 2023-09-30 | $3.7M | 24k | 155.87 |
| 2023-06-30 | $5.5M | 31k | 179.25 |
| 2023-03-31 | $6.2M | 32k | 193.99 |
| 2022-12-31 | $5.2M | 30k | 173.84 |
| 2022-09-30 | $4.2M | 26k | 161.53 |
| 2022-06-30 | $4.0M | 22k | 182.56 |
| 2022-03-31 | $4.2M | 20k | 214.45 |
| 2021-12-31 | $1.1M | 5.0k | 214.29 |
| 2021-09-30 | $926k | 5.1k | 182.03 |
| 2021-06-30 | $1.1M | 5.0k | 208.00 |
| 2021-03-31 | $1.1M | 6.6k | 170.05 |
| 2020-12-31 | $1.1M | 6.6k | 168.44 |
| 2020-09-30 | $1.1M | 6.9k | 166.62 |
| 2020-06-30 | $728k | 6.6k | 111.15 |
| 2020-03-31 | $776k | 8.3k | 93.43 |
| 2019-12-31 | $1.0M | 8.8k | 117.05 |
| 2019-09-30 | $1.1M | 9.1k | 119.78 |
| 2019-06-30 | $894k | 8.7k | 103.22 |
| 2019-03-31 | $741k | 6.6k | 111.75 |
| 2018-12-31 | $673k | 6.9k | 97.48 |
| 2018-09-30 | $910k | 7.8k | 116.80 |
| 2018-06-30 | $696k | 6.6k | 106.16 |
| 2018-03-31 | $701k | 6.5k | 107.30 |
| 2017-12-31 | $414k | 3.5k | 118.97 |
| 2017-09-30 | $223k | 2.0k | 110.40 |
| 2017-06-30 | $223k | 2.0k | 110.40 |
| 2017-03-31 | $216k | 2.0k | 106.93 |
| 2016-12-31 | $231k | 2.0k | 114.36 |