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United Parcel Service shares owned by Phoenix Holdings

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Phoenix Holdings from 13F filings

Historical chart of Phoenix Holdings investment in United Parcel Service

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All positions including United Parcel Service held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $850k 6.2k 136.34
2024-06-30 $507k 3.7k 136.85
2024-03-31 $4.7M 31k 148.67
2023-12-31 $3.8M 22k 177.10
2023-09-30 $3.0M 19k 155.87
2023-06-30 $3.4M 19k 179.25
2023-03-31 $3.0M 16k 193.99
2022-12-31 $2.0M 12k 176.77
2022-09-30 $2.1M 12k 168.16
2022-06-30 $2.1M 12k 183.90
2022-03-31 $2.1M 9.7k 214.49
2020-06-30 $323k 3.1k 103.69