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United Parcel Service shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in United Parcel Service

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All positions including United Parcel Service held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.5M 75k 126.10
2024-09-30 $11M 79k 136.34
2024-06-30 $11M 80k 136.85
2024-03-31 $5.0M 34k 148.63
2023-12-31 $6.6M 42k 157.23
2023-09-30 $13M 83k 155.87
2023-06-30 $15M 82k 179.25
2023-03-31 $17M 87k 193.99
2022-12-31 $25M 146k 173.84
2022-09-30 $29M 182k 161.54
2022-06-30 $35M 194k 182.54
2022-03-31 $40M 186k 214.46
2021-12-31 $41M 189k 214.34
2021-09-30 $38M 210k 182.10
2021-06-30 $43M 208k 207.97
2021-03-31 $26M 152k 169.99
2020-12-31 $27M 160k 168.40
2020-09-30 $28M 166k 166.63
2020-06-30 $19M 174k 111.18
2020-03-31 $17M 176k 93.42
2019-12-31 $21M 178k 117.06
2019-09-30 $20M 171k 119.82
2019-06-30 $16M 151k 103.27
2019-03-31 $17M 151k 111.74
2018-12-31 $18M 179k 97.53
2018-09-30 $21M 180k 116.75
2018-06-30 $19M 180k 106.23
2018-03-31 $19M 178k 104.66
2017-12-31 $22M 184k 119.05
2017-09-30 $23M 190k 120.09
2017-06-30 $20M 179k 110.59
2017-03-31 $19M 178k 107.30
2016-12-31 $21M 186k 114.64
2016-09-30 $21M 195k 109.36
2016-06-30 $22M 199k 108.00
2016-03-31 $23M 214k 105.47
2015-12-31 $23M 235k 96.23
2015-09-30 $25M 250k 98.69
2015-06-30 $25M 259k 96.91
2015-03-31 $25M 250k 100.53
2014-12-31 $21M 190k 111.17
2014-09-30 $18M 182k 98.29
2014-06-30 $18M 178k 102.66
2014-03-31 $18M 181k 97.38
2013-12-31 $16M 155k 105.08
2013-09-30 $2.4M 27k 91.37
2013-06-30 $17M 192k 86.48
2013-03-31 $16M 187k 85.90
2012-12-31 $14M 187k 73.73
2012-09-30 $1.1M 15k 71.57
2012-06-30 $14M 176k 78.76
2011-12-31 $13M 181k 73.19
2011-09-30 $9.3M 147k 63.15
2011-03-31 $11M 142k 74.32
2010-12-31 $364k 5.0k 72.55

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Franklin Resources
FMR
Bank of America Corporation
Amundi
Norges Bank Investment Management
UBS Group
Morgan Stanley
Goldman Sachs Group

View all funds holding United Parcel Service