United Parcel Service shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 28k | 136.34 |
| 2024-06-30 | $3.3M | 24k | 136.85 |
| 2024-03-31 | $3.4M | 23k | 148.63 |
| 2023-12-31 | $3.8M | 24k | 157.23 |
| 2023-09-30 | $4.2M | 27k | 155.87 |
| 2023-06-30 | $4.5M | 25k | 179.25 |
| 2023-03-31 | $5.2M | 27k | 193.99 |
| 2022-12-31 | $4.4M | 25k | 173.84 |
| 2022-09-30 | $3.8M | 23k | 161.56 |
| 2022-06-30 | $4.3M | 23k | 182.52 |
| 2022-03-31 | $5.1M | 24k | 214.45 |
| 2021-12-31 | $4.8M | 23k | 214.35 |
| 2021-09-30 | $4.3M | 24k | 182.09 |
| 2021-06-30 | $5.1M | 25k | 207.97 |
| 2021-03-31 | $4.1M | 24k | 170.00 |
| 2020-12-31 | $3.8M | 23k | 168.41 |
| 2020-09-30 | $3.7M | 22k | 166.62 |
| 2020-06-30 | $2.5M | 23k | 111.08 |
| 2020-03-31 | $2.3M | 23k | 98.70 |
| 2019-12-31 | $2.7M | 23k | 117.05 |
| 2019-09-30 | $2.6M | 22k | 119.82 |
| 2019-06-30 | $2.3M | 23k | 103.29 |
| 2019-03-31 | $2.5M | 23k | 111.73 |
| 2018-12-31 | $2.1M | 22k | 97.53 |
| 2018-09-30 | $2.4M | 22k | 106.59 |
| 2018-06-30 | $2.6M | 22k | 118.26 |
| 2018-03-31 | $2.3M | 22k | 104.67 |
| 2017-12-31 | $2.5M | 21k | 119.14 |
| 2017-09-30 | $2.3M | 19k | 120.10 |