United Parcel Service shares owned by Private Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $607k | 4.5k | 136.34 |
| 2024-03-31 | $364k | 2.5k | 148.63 |
| 2023-12-31 | $519k | 3.3k | 157.23 |
| 2023-09-30 | $436k | 2.8k | 155.87 |
| 2023-06-30 | $359k | 2.0k | 179.25 |
| 2023-03-31 | $388k | 2.0k | 193.99 |
| 2015-12-31 | $8.9M | 92k | 96.23 |
| 2015-09-30 | $9.1M | 92k | 98.69 |
| 2015-06-30 | $8.3M | 86k | 96.91 |
| 2015-03-31 | $5.6M | 51k | 111.17 |
| 2014-12-31 | $5.6M | 51k | 111.17 |
| 2014-09-30 | $5.2M | 53k | 98.28 |
| 2014-06-30 | $5.5M | 54k | 102.65 |
| 2014-03-31 | $194M | 2.0M | 97.38 |
| 2013-12-31 | $6.8M | 65k | 105.09 |
| 2013-09-30 | $5.6M | 61k | 91.36 |
| 2013-06-30 | $404k | 4.7k | 86.42 |