United Parcel Service shares owned by ProVise Management Group
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 18k | 157.23 |
| 2023-09-30 | $2.1M | 14k | 155.87 |
| 2023-06-30 | $2.4M | 13k | 194.00 |
| 2023-03-31 | $2.4M | 13k | 194.00 |
| 2022-12-31 | $2.2M | 13k | 173.85 |
| 2022-09-30 | $1.3M | 8.0k | 161.60 |
| 2022-06-30 | $1.5M | 8.0k | 182.55 |
| 2022-03-31 | $1.2M | 5.6k | 214.41 |
| 2021-12-31 | $1.0M | 4.8k | 214.29 |
| 2021-09-30 | $690k | 3.8k | 182.01 |
| 2021-06-30 | $692k | 3.3k | 207.81 |
| 2021-03-31 | $1.9M | 11k | 170.03 |
| 2020-12-31 | $2.5M | 15k | 168.40 |
| 2020-09-30 | $2.6M | 15k | 166.62 |
| 2020-06-30 | $1.8M | 16k | 111.18 |
| 2020-03-31 | $1.6M | 17k | 93.42 |
| 2019-12-31 | $2.1M | 18k | 117.06 |
| 2019-09-30 | $2.2M | 19k | 119.84 |
| 2019-06-30 | $2.0M | 20k | 103.27 |
| 2019-03-31 | $2.3M | 20k | 111.72 |
| 2018-12-31 | $2.2M | 23k | 97.53 |
| 2018-09-30 | $3.0M | 26k | 116.76 |
| 2018-06-30 | $2.9M | 27k | 106.24 |
| 2018-03-31 | $2.9M | 28k | 104.64 |
| 2017-12-31 | $3.2M | 27k | 119.16 |
| 2017-09-30 | $3.3M | 27k | 120.10 |
| 2017-06-30 | $3.0M | 27k | 110.60 |
| 2017-03-31 | $2.7M | 25k | 107.31 |
| 2016-12-31 | $2.8M | 25k | 114.66 |
| 2016-09-30 | $2.7M | 25k | 109.35 |
| 2016-06-30 | $2.6M | 24k | 107.72 |
| 2016-03-31 | $2.3M | 22k | 105.47 |
| 2015-12-31 | $2.1M | 22k | 96.21 |
| 2015-09-30 | $2.1M | 22k | 98.68 |
| 2015-06-30 | $2.4M | 25k | 96.92 |
| 2015-03-31 | $2.4M | 25k | 96.97 |
| 2014-12-31 | $2.7M | 25k | 111.18 |
| 2014-09-30 | $884k | 9.0k | 98.33 |
| 2014-06-30 | $673k | 6.6k | 102.62 |
| 2014-03-31 | $771k | 7.9k | 97.39 |
| 2013-12-31 | $854k | 8.1k | 105.09 |
| 2013-09-30 | $797k | 8.7k | 91.44 |
| 2013-06-30 | $803k | 9.3k | 86.44 |
| 2012-09-30 | $647k | 9.1k | 71.47 |
| 2012-06-30 | $690k | 8.8k | 78.79 |
| 2012-03-31 | $723k | 9.0k | 80.72 |
| 2011-12-31 | $667k | 9.1k | 73.17 |
| 2011-09-30 | $584k | 9.2k | 63.20 |
| 2011-06-30 | $681k | 9.3k | 72.94 |
| 2011-03-31 | $672k | 9.0k | 74.37 |
| 2010-12-31 | $562k | 7.7k | 72.65 |