United Parcel Service shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $924k | 11k | 83.53 |
| 2025-06-30 | $1.6M | 16k | 100.94 |
| 2025-03-31 | $1.8M | 16k | 109.99 |
| 2024-12-31 | $1.9M | 15k | 126.10 |
| 2024-09-30 | $2.1M | 15k | 136.34 |
| 2024-06-30 | $1.8M | 13k | 136.85 |
| 2024-03-31 | $1.9M | 13k | 148.63 |
| 2023-12-31 | $2.0M | 13k | 157.23 |
| 2023-09-30 | $2.0M | 13k | 155.87 |
| 2023-06-30 | $2.3M | 13k | 179.25 |
| 2023-03-31 | $561k | 2.9k | 193.99 |