United Parcel Service shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Southeast Asset 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 Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $642k | 4.7k | 136.34 |
| 2024-06-30 | $644k | 4.7k | 136.85 |
| 2024-03-31 | $705k | 4.7k | 148.63 |
| 2023-12-31 | $746k | 4.7k | 157.23 |
| 2023-09-30 | $740k | 4.7k | 155.87 |
| 2023-06-30 | $899k | 5.0k | 179.25 |
| 2023-03-31 | $973k | 5.0k | 193.99 |
| 2022-12-31 | $860k | 4.9k | 173.84 |
| 2022-09-30 | $799k | 4.9k | 161.58 |
| 2022-06-30 | $903k | 4.9k | 182.61 |
| 2022-03-31 | $1.1M | 4.9k | 214.56 |
| 2021-12-31 | $1.1M | 4.9k | 214.36 |
| 2021-09-30 | $901k | 4.9k | 182.09 |
| 2021-06-30 | $1.0M | 4.9k | 207.89 |
| 2021-03-31 | $1.0M | 6.0k | 170.06 |
| 2020-12-31 | $1.0M | 6.0k | 168.40 |
| 2020-09-30 | $1.0M | 6.0k | 166.58 |
| 2020-06-30 | $674k | 6.1k | 111.22 |
| 2020-03-31 | $532k | 5.7k | 93.33 |
| 2019-12-31 | $433k | 3.7k | 117.03 |
| 2019-09-30 | $443k | 3.7k | 119.73 |
| 2019-06-30 | $382k | 3.7k | 103.24 |
| 2019-03-31 | $413k | 3.7k | 111.62 |
| 2018-12-31 | $361k | 3.7k | 97.57 |
| 2018-09-30 | $490k | 4.2k | 116.67 |
| 2018-06-30 | $446k | 4.2k | 106.19 |
| 2018-03-31 | $419k | 4.0k | 104.75 |
| 2017-12-31 | $477k | 4.0k | 119.25 |
| 2017-09-30 | $480k | 4.0k | 120.00 |
| 2017-06-30 | $442k | 4.0k | 110.50 |
| 2017-03-31 | $376k | 3.5k | 107.43 |
| 2016-12-31 | $401k | 3.5k | 114.57 |
| 2016-09-30 | $383k | 3.5k | 109.43 |
| 2016-06-30 | $377k | 3.5k | 107.71 |
| 2016-03-31 | $369k | 3.5k | 105.43 |
| 2015-12-31 | $337k | 3.5k | 96.29 |