United Parcel Service shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $98k | 624 | 157.23 |
| 2021-12-31 | $44k | 204 | 215.69 |
| 2021-09-30 | $37k | 204 | 181.37 |
| 2021-06-30 | $42k | 204 | 205.88 |
| 2021-03-31 | $35k | 204 | 171.57 |
| 2020-12-31 | $72k | 430 | 167.44 |
| 2020-09-30 | $72k | 430 | 167.44 |
| 2020-06-30 | $49k | 441 | 111.11 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC