United Parcel Service shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Lyell Wealth Management 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 Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $365k | 2.5k | 148.63 |
| 2023-12-31 | $356k | 2.3k | 157.23 |
| 2023-09-30 | $360k | 2.3k | 155.87 |
| 2023-06-30 | $810k | 4.5k | 179.25 |
| 2023-03-31 | $887k | 4.6k | 193.99 |
| 2022-12-31 | $829k | 4.8k | 173.84 |
| 2022-09-30 | $745k | 4.6k | 161.61 |
| 2022-06-30 | $856k | 4.7k | 182.55 |
| 2022-03-31 | $1.0M | 4.7k | 214.53 |
| 2021-12-31 | $974k | 4.5k | 214.40 |
| 2021-09-30 | $821k | 4.5k | 182.04 |
| 2021-06-30 | $938k | 4.5k | 207.98 |
| 2021-03-31 | $968k | 5.7k | 169.97 |
| 2020-12-31 | $525k | 3.1k | 168.38 |
| 2020-09-30 | $516k | 3.1k | 166.56 |
| 2020-06-30 | $343k | 3.1k | 111.11 |
| 2018-12-31 | $554k | 5.7k | 97.50 |
| 2018-09-30 | $633k | 5.4k | 116.75 |
| 2018-06-30 | $645k | 6.1k | 106.23 |
| 2018-03-31 | $695k | 6.6k | 104.72 |
| 2017-12-31 | $1.0M | 8.5k | 119.15 |
| 2017-09-30 | $978k | 8.1k | 120.09 |
| 2017-06-30 | $866k | 7.8k | 110.61 |
| 2017-03-31 | $1.4M | 13k | 107.31 |
| 2016-12-31 | $2.2M | 19k | 114.66 |