United Parcel Service shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.6M | 52k | 126.10 |
| 2024-09-30 | $7.2M | 53k | 136.34 |
| 2024-06-30 | $6.0M | 44k | 136.85 |
| 2024-03-31 | $6.5M | 44k | 148.63 |
| 2023-12-31 | $7.5M | 48k | 157.23 |
| 2023-09-30 | $7.4M | 48k | 155.87 |
| 2023-06-30 | $8.5M | 47k | 179.25 |
| 2023-03-31 | $8.6M | 45k | 193.99 |
| 2022-12-31 | $7.6M | 44k | 173.84 |
| 2022-09-30 | $6.8M | 42k | 161.54 |
| 2022-06-30 | $7.7M | 42k | 182.53 |
| 2022-03-31 | $8.9M | 41k | 214.45 |
| 2021-12-31 | $8.6M | 40k | 214.35 |
| 2021-09-30 | $7.3M | 40k | 182.11 |
| 2021-06-30 | $7.3M | 35k | 207.96 |
| 2021-03-31 | $6.8M | 40k | 170.00 |
| 2020-12-31 | $6.3M | 38k | 168.41 |
| 2020-09-30 | $6.1M | 36k | 166.62 |
| 2020-06-30 | $4.6M | 42k | 111.17 |
| 2020-03-31 | $270k | 2.9k | 93.30 |