United Parcel Service shares owned by Summit Asset Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in United Parcel Service by Summit Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $589k | 4.3k | 136.34 |
2024-06-30 | $510k | 3.7k | 136.85 |
2024-03-31 | $554k | 3.7k | 148.63 |
2023-12-31 | $559k | 3.6k | 157.23 |
2023-09-30 | $557k | 3.6k | 155.86 |
2023-06-30 | $640k | 3.6k | 179.22 |
2023-03-31 | $694k | 3.6k | 194.01 |
2022-12-31 | $622k | 3.6k | 173.86 |
2022-09-30 | $578k | 3.6k | 161.50 |
2022-06-30 | $642k | 3.5k | 182.44 |
2022-03-31 | $717k | 3.3k | 214.41 |
2021-12-31 | $717k | 3.3k | 214.41 |
2021-09-30 | $609k | 3.3k | 182.12 |
2021-06-30 | $695k | 3.3k | 207.83 |
2021-03-31 | $568k | 3.3k | 169.91 |
2020-12-31 | $563k | 3.3k | 168.41 |
2020-09-30 | $557k | 3.3k | 166.62 |
2020-06-30 | $363k | 3.3k | 111.28 |
2020-03-31 | $303k | 3.2k | 93.37 |
2019-12-31 | $362k | 3.1k | 117.08 |
2019-09-30 | $370k | 3.1k | 119.66 |
2019-06-30 | $319k | 3.1k | 103.17 |
2019-03-31 | $344k | 3.1k | 111.69 |
2018-12-31 | $294k | 3.0k | 97.67 |
2018-09-30 | $351k | 3.0k | 116.61 |
2018-06-30 | $320k | 3.0k | 106.31 |
2018-03-31 | $315k | 3.0k | 104.65 |
2017-12-31 | $351k | 3.0k | 118.98 |
2017-09-30 | $354k | 3.0k | 120.00 |
2017-06-30 | $326k | 3.0k | 110.51 |
2017-03-31 | $317k | 3.0k | 107.46 |
2016-12-31 | $338k | 3.0k | 114.58 |
2016-09-30 | $323k | 3.0k | 109.49 |
2016-06-30 | $318k | 3.0k | 107.80 |
2016-03-31 | $311k | 3.0k | 105.42 |
2015-12-31 | $284k | 3.0k | 96.27 |
2015-09-30 | $291k | 3.0k | 98.64 |
2015-06-30 | $264k | 2.7k | 96.88 |