United Parcel Service shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by SC&H Financial Advisors 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 SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $665k | 5.3k | 126.11 |
| 2024-09-30 | $719k | 5.3k | 136.35 |
| 2024-06-30 | $721k | 5.3k | 136.86 |
| 2024-03-31 | $760k | 5.1k | 148.63 |
| 2023-12-31 | $647k | 4.1k | 157.23 |
| 2023-09-30 | $641k | 4.1k | 155.87 |
| 2023-06-30 | $737k | 4.1k | 179.26 |
| 2023-03-31 | $799k | 4.1k | 194.01 |
| 2022-06-30 | $529k | 2.9k | 182.41 |
| 2022-03-31 | $600k | 2.8k | 214.29 |
| 2021-12-31 | $579k | 2.7k | 214.44 |