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United Parcel Service shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $946k 6.1k 155.87
2023-06-30 $1.1M 6.1k 179.26
2023-03-31 $1.2M 6.0k 194.00
2022-12-31 $1.0M 6.0k 173.85
2022-09-30 $1.3M 7.8k 161.53
2022-06-30 $1.4M 7.9k 182.55
2022-03-31 $1.7M 7.8k 214.45
2021-12-31 $1.7M 7.9k 214.29
2021-09-30 $1.4M 7.8k 182.11
2021-06-30 $1.4M 6.8k 207.96
2021-03-31 $1.2M 6.8k 169.99
2020-12-31 $1.1M 6.4k 168.44
2020-09-30 $1.0M 6.2k 166.61
2020-06-30 $717k 6.4k 111.23
2020-03-31 $651k 7.0k 93.41
2019-12-31 $786k 7.6k 103.56
2019-09-30 $841k 6.8k 123.03
2019-06-30 $724k 6.3k 115.42
2019-03-31 $680k 6.1k 111.66
2018-12-31 $756k 6.9k 108.93
2018-09-30 $574k 5.2k 111.22
2018-06-30 $536k 5.0k 106.31
2018-03-31 $533k 5.1k 104.72