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United Parcel Service shares owned by Northeast Financial Consultants

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

Historical chart of Northeast Financial Consultants investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 12k 157.23
2023-09-30 $1.9M 12k 155.87
2023-06-30 $2.2M 12k 179.25
2023-03-31 $2.3M 12k 193.99
2022-12-31 $2.1M 12k 173.84
2022-09-30 $1.9M 12k 161.57
2022-06-30 $2.2M 12k 182.49
2022-03-31 $2.9M 13k 214.49
2021-12-31 $477k 2.2k 214.00
2021-09-30 $762k 4.2k 181.91
2021-06-30 $1.2M 5.9k 207.75
2021-03-31 $7.0M 41k 170.00
2020-12-31 $6.3M 37k 168.41
2019-09-30 $273k 2.3k 119.68
2019-06-30 $236k 2.3k 103.46
2019-03-31 $255k 2.3k 111.79