United Parcel Service shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $167k | 1.2k | 136.34 |
| 2024-06-30 | $168k | 1.2k | 136.85 |
| 2024-03-31 | $183k | 1.2k | 148.63 |
| 2023-12-31 | $193k | 1.2k | 157.23 |
| 2023-09-30 | $215k | 1.4k | 155.87 |
| 2023-06-30 | $262k | 1.5k | 179.29 |
| 2023-03-31 | $354k | 1.8k | 194.06 |
| 2022-12-31 | $336k | 1.9k | 173.82 |
| 2022-09-30 | $325k | 2.0k | 161.53 |
| 2022-06-30 | $366k | 2.0k | 182.73 |
| 2022-03-31 | $409k | 1.9k | 214.36 |
| 2021-12-31 | $408k | 1.9k | 214.17 |
| 2021-09-30 | $337k | 1.9k | 181.87 |
| 2021-06-30 | $385k | 1.9k | 208.00 |
| 2021-03-31 | $314k | 1.8k | 169.91 |
| 2020-12-31 | $311k | 1.8k | 168.47 |
| 2020-09-30 | $311k | 1.9k | 166.85 |
| 2020-06-30 | $218k | 2.0k | 111.17 |
| 2020-03-31 | $202k | 2.2k | 93.65 |
| 2019-12-31 | $180k | 1.5k | 117.34 |
More positions owned by Sugarloaf Wealth Management
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