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
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Sequoia 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 Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors