United Parcel Service shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $830k | 6.1k | 136.85 |
2024-03-31 | $702k | 4.7k | 148.63 |
2023-12-31 | $743k | 4.7k | 157.23 |
2023-09-30 | $752k | 4.8k | 155.87 |
2023-06-30 | $812k | 4.5k | 179.25 |
2023-03-31 | $878k | 4.5k | 193.99 |
2022-12-31 | $787k | 4.5k | 173.84 |
2022-09-30 | $746k | 4.6k | 161.53 |
2022-06-30 | $844k | 4.6k | 182.78 |
2022-03-31 | $1.0M | 4.7k | 214.59 |
2021-12-31 | $955k | 4.5k | 214.20 |
2021-09-30 | $780k | 4.3k | 182.25 |
2021-06-30 | $918k | 4.4k | 207.94 |
2021-03-31 | $724k | 4.3k | 169.72 |
2020-12-31 | $727k | 4.3k | 168.61 |
2020-09-30 | $551k | 3.3k | 166.53 |
2020-06-30 | $405k | 3.6k | 111.43 |
2019-12-31 | $484k | 4.1k | 117.14 |
2019-09-30 | $595k | 5.0k | 119.79 |
2019-06-30 | $324k | 3.1k | 103.42 |
2019-03-31 | $372k | 3.3k | 111.61 |