United Parcel Service shares owned by Summit Financial
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $252k | 1.4k | 179.25 |
| 2023-03-31 | $272k | 1.4k | 193.99 |
| 2022-12-31 | $244k | 1.4k | 173.61 |
| 2022-09-30 | $245k | 1.5k | 161.81 |
| 2022-06-30 | $256k | 1.4k | 182.79 |
| 2022-03-31 | $301k | 1.4k | 214.73 |
| 2021-12-31 | $301k | 1.4k | 214.73 |
| 2021-06-30 | $228k | 1.1k | 208.54 |
| 2020-12-31 | $203k | 1.2k | 168.29 |
| 2020-09-30 | $220k | 1.3k | 166.67 |
| 2018-12-31 | $202k | 2.1k | 97.35 |
| 2018-09-30 | $242k | 2.1k | 116.63 |
| 2018-06-30 | $220k | 2.1k | 106.02 |
| 2018-03-31 | $217k | 2.1k | 104.58 |
| 2017-12-31 | $247k | 2.1k | 119.04 |
| 2017-09-30 | $249k | 2.1k | 120.00 |
| 2017-06-30 | $221k | 2.0k | 110.50 |