United Parcel Service shares owned by Modera Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 140k | 136.34 |
| 2024-06-30 | $19M | 140k | 136.85 |
| 2024-03-31 | $21M | 139k | 148.63 |
| 2023-12-31 | $21M | 132k | 157.23 |
| 2023-09-30 | $21M | 132k | 155.87 |
| 2023-06-30 | $24M | 135k | 179.25 |
| 2022-12-31 | $210k | 1.2k | 173.80 |
| 2022-09-30 | $235k | 1.5k | 161.62 |
| 2022-06-30 | $260k | 1.4k | 182.71 |
| 2022-03-31 | $247k | 1.2k | 214.78 |
| 2021-12-31 | $1.5M | 6.9k | 214.33 |
| 2015-12-31 | $544k | 5.7k | 96.15 |
| 2013-12-31 | $1.1M | 11k | 105.09 |
| 2013-09-30 | $971k | 11k | 91.41 |
| 2013-06-30 | $919k | 11k | 86.51 |
| 2013-03-31 | $914k | 11k | 85.89 |
| 2012-12-31 | $785k | 11k | 73.77 |
| 2012-09-30 | $762k | 11k | 71.61 |