United Parcel Service shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Sheets Smith Wealth Management 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 1.8k | 136.34 |
| 2024-06-30 | $2.5M | 18k | 136.85 |
| 2024-03-31 | $2.9M | 19k | 148.63 |
| 2023-12-31 | $3.4M | 22k | 157.23 |
| 2023-09-30 | $3.4M | 22k | 155.87 |
| 2023-06-30 | $4.0M | 22k | 179.25 |
| 2023-03-31 | $4.3M | 194 | 22239.90 |
| 2022-12-31 | $3.9M | 22k | 173.84 |
| 2022-09-30 | $3.5M | 22k | 161.55 |
| 2022-06-30 | $3.9M | 21k | 182.54 |
| 2022-03-31 | $4.8M | 22k | 214.48 |
| 2021-12-31 | $4.8M | 22k | 214.33 |
| 2021-09-30 | $4.1M | 22k | 182.09 |
| 2021-06-30 | $4.7M | 23k | 207.97 |
| 2021-03-31 | $3.9M | 23k | 169.98 |
| 2020-12-31 | $3.8M | 23k | 168.38 |
| 2020-09-30 | $3.8M | 23k | 166.65 |
| 2020-06-30 | $1.9M | 17k | 111.21 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management