United Parcel Service shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 71k | 157.23 |
| 2023-09-30 | $11M | 71k | 155.87 |
| 2023-06-30 | $14M | 76k | 179.25 |
| 2023-03-31 | $13M | 69k | 193.99 |
| 2022-12-31 | $11M | 61k | 173.84 |
| 2022-09-30 | $9.6M | 60k | 161.54 |
| 2022-06-30 | $8.2M | 45k | 182.55 |
| 2022-03-31 | $6.9M | 32k | 214.45 |
| 2021-12-31 | $6.0M | 28k | 214.33 |
| 2021-09-30 | $4.7M | 26k | 182.09 |
| 2021-06-30 | $4.7M | 23k | 207.97 |
| 2021-03-31 | $3.8M | 22k | 169.99 |
| 2020-12-31 | $2.7M | 16k | 168.41 |
| 2020-09-30 | $2.3M | 14k | 167.66 |
| 2020-06-30 | $1.4M | 12k | 114.43 |
| 2020-03-31 | $1.1M | 12k | 90.36 |
| 2019-12-31 | $1.4M | 12k | 116.83 |
| 2019-09-30 | $1.2M | 9.7k | 119.85 |
| 2019-06-30 | $1.0M | 9.7k | 103.25 |
| 2019-03-31 | $1.0M | 9.3k | 111.77 |
| 2018-12-31 | $829k | 8.5k | 97.48 |
| 2018-09-30 | $973k | 8.3k | 116.79 |
| 2018-06-30 | $881k | 8.3k | 106.29 |
| 2018-03-31 | $401k | 3.9k | 103.75 |
| 2017-12-31 | $387k | 3.2k | 119.22 |
| 2017-09-30 | $29k | 266 | 109.02 |
| 2017-06-30 | $912k | 8.2k | 110.64 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors