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 |
|---|---|---|---|
| 2024-09-30 | $3.5M | 26k | 136.34 |
| 2024-06-30 | $2.8M | 20k | 136.85 |
| 2024-03-31 | $1.6M | 11k | 148.63 |
| 2023-12-31 | $1.6M | 10k | 157.23 |
| 2023-09-30 | $1.9M | 12k | 155.86 |
| 2023-06-30 | $2.2M | 13k | 179.25 |
| 2023-03-31 | $1.7M | 8.9k | 193.98 |
| 2022-12-31 | $1.6M | 9.2k | 173.85 |
| 2022-09-30 | $1.5M | 9.3k | 161.55 |
| 2022-06-30 | $1.4M | 7.4k | 182.54 |
| 2022-03-31 | $1.6M | 7.4k | 214.46 |
| 2021-12-31 | $1.4M | 6.5k | 214.35 |
| 2021-09-30 | $854k | 4.7k | 182.10 |
| 2021-06-30 | $540k | 2.6k | 207.97 |