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United Parcel Service shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 3.3k 136.35
2024-06-30 $464k 3.4k 136.84
2024-03-31 $220k 1.5k 148.65
2023-12-31 $230k 1.5k 157.23
2023-09-30 $210k 1.3k 155.88
2023-06-30 $246k 1.4k 179.26
2023-03-31 $357k 1.8k 193.98
2022-12-31 $336k 1.9k 173.88
2022-09-30 $335k 2.1k 161.29
2022-06-30 $475k 2.6k 182.34
2022-03-31 $542k 2.5k 214.48
2021-12-31 $519k 2.4k 214.20
2021-09-30 $360k 2.0k 182.19
2021-06-30 $386k 1.9k 207.97
2020-12-31 $199k 1.2k 168.22
2020-09-30 $193k 1.2k 166.81
2020-06-30 $121k 1.1k 111.11
2020-03-31 $102k 1.1k 93.66
2019-12-31 $145k 1.2k 117.03
2019-09-30 $148k 1.2k 119.45
2019-06-30 $128k 1.2k 103.31
2018-12-31 $65k 665 97.74
2018-09-30 $89k 765 116.34
2018-06-30 $96k 912 105.26
2018-03-31 $92k 884 104.07
2017-12-31 $111k 933 118.97
2017-09-30 $112k 932 120.17
2017-06-30 $109k 985 110.66
2017-03-31 $106k 989 107.18
2016-12-31 $125k 1.1k 115.00