United Parcel Service shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 20k | 83.53 |
| 2025-06-30 | $32k | 21k | 1.55 |
| 2025-03-31 | $157k | 21k | 7.58 |
| 2024-12-31 | $95k | 21k | 4.50 |
| 2024-09-30 | $15k | 21k | 0.71 |
| 2024-06-30 | $63k | 21k | 2.99 |
| 2024-03-31 | $63k | 21k | 2.98 |
| 2023-12-31 | $35k | 19k | 1.80 |
| 2023-09-30 | $81k | 21k | 3.82 |
| 2023-06-30 | $189k | 21k | 8.88 |
| 2023-03-31 | $42k | 21k | 1.96 |
| 2022-12-31 | $249k | 21k | 12.02 |
| 2022-09-30 | $320k | 21k | 15.33 |
| 2022-06-30 | $173k | 22k | 8.00 |
| 2022-03-31 | $222k | 25k | 9.00 |
| 2021-12-31 | $16k | 23k | 0.70 |
| 2021-09-30 | $200k | 23k | 8.80 |
| 2021-06-30 | $114k | 24k | 4.80 |
| 2021-03-31 | $249k | 33k | 7.50 |
| 2020-12-31 | $248k | 26k | 9.50 |
| 2020-09-30 | $259k | 26k | 10.00 |
| 2020-06-30 | $11k | 30k | 0.37 |
| 2020-03-31 | $40k | 31k | 1.31 |
| 2019-12-31 | $2.2M | 19k | 117.06 |
| 2019-09-30 | $2.2M | 18k | 119.81 |
| 2019-06-30 | $1.9M | 19k | 103.29 |
| 2019-03-31 | $2.1M | 19k | 111.76 |
| 2018-12-31 | $2.2M | 23k | 97.55 |
| 2018-09-30 | $2.3M | 20k | 116.77 |
| 2018-06-30 | $2.0M | 19k | 106.21 |
| 2018-03-31 | $2.5M | 24k | 104.64 |
| 2017-12-31 | $2.2M | 18k | 119.15 |
| 2017-09-30 | $2.2M | 18k | 120.08 |
| 2017-06-30 | $2.0M | 18k | 110.57 |
| 2017-03-31 | $2.0M | 19k | 107.33 |
| 2016-12-31 | $2.2M | 19k | 114.63 |
| 2016-09-30 | $263k | 2.4k | 109.36 |
| 2016-06-30 | $270k | 2.5k | 107.66 |
| 2016-03-31 | $317k | 3.0k | 105.39 |
| 2015-12-31 | $309k | 3.2k | 96.32 |
| 2015-09-30 | $294k | 3.0k | 98.72 |
| 2015-03-31 | $263k | 2.7k | 96.65 |
| 2014-12-31 | $301k | 2.7k | 110.98 |
| 2014-09-30 | $274k | 2.5k | 108.80 |
| 2014-06-30 | $156k | 1.6k | 97.32 |
| 2014-03-31 | $156k | 1.6k | 97.32 |
| 2013-12-31 | $168k | 1.6k | 104.80 |
| 2013-09-30 | $1.5M | 16k | 91.36 |
| 2010-12-31 | $368k | 5.1k | 72.58 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors