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United Parcel Service shares owned by Monte Financial Group

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Monte Financial Group from 13F filings

Historical chart of Monte Financial Group investment in United Parcel Service

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All positions including United Parcel Service held by Monte Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Monte Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.2M 63k 99.19
2025-09-30 $5.6M 67k 83.53
2025-06-30 $5.4M 54k 100.94
2025-03-31 $5.1M 53k 96.43
2024-12-31 $3.6M 29k 126.10
2020-12-31 $4.0M 24k 168.41
2020-09-30 $5.2M 31k 166.63
2020-06-30 $3.8M 34k 111.17
2020-03-31 $3.2M 35k 93.41
2019-12-31 $3.4M 29k 117.07
2019-09-30 $3.5M 30k 119.81
2019-06-30 $3.2M 31k 103.28
2019-03-31 $3.0M 27k 111.74
2018-12-31 $2.6M 26k 97.52
2018-09-30 $2.7M 23k 116.75
2018-06-30 $2.4M 23k 106.21
2018-03-31 $2.4M 23k 104.65
2017-12-31 $2.0M 17k 119.17