United Parcel Service shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 34k | 83.53 |
| 2025-06-30 | $3.6M | 36k | 100.94 |
| 2024-09-30 | $808k | 5.9k | 136.35 |
| 2024-06-30 | $745k | 5.4k | 136.84 |
| 2024-03-31 | $949k | 6.4k | 148.62 |
| 2023-12-31 | $739k | 4.7k | 157.25 |
| 2023-09-30 | $646k | 4.1k | 155.87 |
| 2023-06-30 | $949k | 5.3k | 179.25 |
| 2023-03-31 | $714k | 3.7k | 193.99 |
| 2022-12-31 | $461k | 2.7k | 173.84 |
| 2022-09-30 | $494k | 3.1k | 161.70 |
| 2022-06-30 | $431k | 2.4k | 182.47 |
| 2022-03-31 | $468k | 2.2k | 214.68 |
| 2021-12-31 | $307k | 1.4k | 214.09 |
| 2021-09-30 | $239k | 1.3k | 182.16 |
| 2021-06-30 | $233k | 1.1k | 207.85 |
| 2018-03-31 | $332k | 332k | 1.00 |
| 2017-12-31 | $426k | 3.3k | 128.78 |