United Parcel Service shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $5.6M | 33k | 168.41 |
| 2020-09-30 | $5.5M | 33k | 166.62 |
| 2020-06-30 | $3.7M | 34k | 111.16 |
| 2020-03-31 | $3.1M | 33k | 93.42 |
| 2019-12-31 | $3.5M | 30k | 117.05 |
| 2019-09-30 | $3.6M | 30k | 119.82 |
| 2019-06-30 | $3.2M | 31k | 103.28 |
| 2019-03-31 | $3.8M | 34k | 111.73 |
| 2018-12-31 | $3.1M | 32k | 97.54 |
| 2018-09-30 | $3.7M | 31k | 116.75 |
| 2018-06-30 | $3.4M | 32k | 106.24 |
| 2018-03-31 | $3.4M | 29k | 120.10 |
| 2017-12-31 | $3.3M | 28k | 119.15 |
| 2017-09-30 | $3.4M | 29k | 120.10 |
| 2017-06-30 | $3.3M | 30k | 110.59 |
| 2017-03-31 | $3.4M | 32k | 107.29 |
| 2016-12-31 | $4.0M | 35k | 114.65 |
| 2016-09-30 | $3.6M | 33k | 109.37 |
| 2016-06-30 | $3.5M | 33k | 107.72 |
| 2016-03-31 | $5.6M | 53k | 105.46 |
| 2015-12-31 | $4.0M | 41k | 96.22 |
| 2015-09-30 | $3.8M | 39k | 98.68 |
| 2015-06-30 | $3.6M | 37k | 96.91 |
| 2015-03-31 | $3.6M | 37k | 96.93 |
| 2014-12-31 | $1.1M | 10k | 111.12 |
| 2014-09-30 | $898k | 9.1k | 98.24 |
| 2014-06-30 | $808k | 7.9k | 102.72 |
| 2014-03-31 | $729k | 7.5k | 97.33 |
| 2013-12-31 | $608k | 5.8k | 105.15 |
More positions owned by SVA Plumb Wealth Management
View all positions for SVA Plumb Wealth Management