United Parcel Service shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $144k | 755 | 190.73 |
| 2021-12-31 | $160k | 747 | 214.19 |
| 2021-09-30 | $138k | 756 | 182.54 |
| 2021-06-30 | $156k | 750 | 208.00 |
| 2021-03-31 | $67k | 396 | 169.19 |
| 2020-12-31 | $70k | 416 | 168.27 |
| 2020-09-30 | $69k | 415 | 166.27 |
| 2020-06-30 | $39k | 347 | 112.39 |
| 2020-03-31 | $26k | 278 | 93.53 |
| 2019-12-31 | $32k | 276 | 115.94 |
| 2019-09-30 | $33k | 274 | 120.44 |
| 2019-06-30 | $28k | 272 | 102.94 |
| 2019-03-31 | $30k | 270 | 111.11 |
| 2018-12-31 | $48k | 493 | 97.36 |
| 2018-09-30 | $57k | 492 | 115.85 |
| 2018-06-30 | $28k | 265 | 105.66 |
| 2018-03-31 | $28k | 264 | 106.06 |
| 2017-12-31 | $24k | 199 | 120.60 |
| 2017-09-30 | $24k | 201 | 119.40 |
| 2017-06-30 | $22k | 196 | 112.24 |
| 2017-03-31 | $21k | 195 | 107.69 |
| 2016-12-31 | $22k | 193 | 113.99 |
| 2016-09-30 | $21k | 192 | 109.38 |
| 2016-06-30 | $21k | 190 | 110.53 |
| 2016-03-31 | $20k | 189 | 105.82 |
| 2015-12-31 | $18k | 188 | 95.74 |
| 2015-09-30 | $18k | 186 | 96.77 |
| 2015-06-30 | $18k | 185 | 97.30 |
| 2015-03-31 | $18k | 184 | 97.83 |
| 2014-12-31 | $20k | 182 | 109.89 |
| 2014-09-30 | $18k | 181 | 99.45 |
| 2014-06-30 | $19k | 180 | 105.56 |
| 2014-03-31 | $17k | 179 | 94.97 |
| 2013-12-31 | $29k | 272 | 106.62 |
| 2013-09-30 | $23k | 251 | 91.63 |
| 2013-06-30 | $30k | 350 | 85.71 |
| 2013-03-31 | $15k | 174 | 86.21 |