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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

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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 $7.5M 77k 96.94
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