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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

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Quarterly reported holdings in United Parcel Service by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
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 22k 193.99
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