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United Parcel Service shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $491k 3.6k 136.34
2024-06-30 $423k 3.1k 136.84
2024-03-31 $446k 3.0k 148.66
2023-12-31 $447k 2.8k 157.23
2023-09-30 $427k 2.7k 155.89
2023-06-30 $402k 2.2k 179.24
2023-03-31 $377k 1.9k 193.95
2022-12-31 $337k 1.9k 173.87
2022-09-30 $220k 1.4k 161.65
2016-12-31 $2.0M 17k 115.05