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United Parcel Service shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in United Parcel Service

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All positions including United Parcel Service held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 101k 136.34
2024-06-30 $15M 111k 136.85
2024-03-31 $14M 92k 148.63
2023-12-31 $15M 96k 157.23
2023-09-30 $5.2M 34k 155.87
2023-06-30 $6.3M 35k 179.25
2023-03-31 $7.1M 36k 193.99
2022-12-31 $6.2M 36k 173.84
2022-09-30 $3.3M 20k 161.54
2022-06-30 $4.1M 22k 182.54
2022-03-31 $7.8M 36k 214.45
2021-12-31 $7.9M 37k 214.33
2021-09-30 $1.1M 6.0k 182.09
2021-06-30 $7.3M 35k 207.96
2021-03-31 $2.6M 15k 169.97
2020-12-31 $2.6M 15k 168.39
2020-09-30 $2.4M 15k 166.63
2020-06-30 $0 0 0.00
2020-03-31 $1.3M 14k 93.41
2019-12-31 $1.8M 16k 117.06
2019-09-30 $2.4M 20k 119.80
2019-06-30 $1.9M 19k 103.28
2019-03-31 $2.1M 18k 111.72
2018-12-31 $1.4M 14k 97.51
2018-09-30 $854k 7.3k 116.68
2018-06-30 $824k 7.8k 106.20
2018-03-31 $813k 7.8k 104.69
2017-12-31 $882k 7.4k 119.09
2017-09-30 $889k 7.4k 120.02
2017-06-30 $801k 7.2k 110.65
2017-03-31 $782k 7.3k 107.34
2016-12-31 $686k 6.0k 114.64
2016-09-30 $640k 5.9k 109.33
2016-06-30 $1.1M 10k 107.75
2016-03-31 $10k 1.1k 9.48
2015-12-31 $990k 10k 96.27
2015-09-30 $1.0M 10k 98.67
2015-06-30 $1.0M 10k 96.95
2015-03-31 $981k 10k 96.92
2014-06-30 $1.1M 11k 102.68
2014-03-31 $1.0M 10k 97.34
2013-12-31 $1.1M 10k 105.08