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United Parcel Service shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 2.4k 136.34
2024-06-30 $259k 1.9k 136.88
2024-03-31 $374k 2.5k 148.66
2023-12-31 $349k 2.2k 157.21
2023-09-30 $525k 3.4k 155.87
2023-06-30 $363k 2.0k 179.25