United Parcel Service shares owned by ValMark Advisers
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $770k | 4.9k | 157.22 |
| 2023-09-30 | $781k | 5.0k | 155.89 |
| 2023-06-30 | $876k | 4.9k | 179.26 |
| 2023-03-31 | $960k | 5.0k | 193.97 |
| 2022-12-31 | $862k | 5.0k | 173.84 |
| 2022-09-30 | $760k | 4.7k | 161.53 |
| 2022-06-30 | $842k | 4.6k | 182.53 |
| 2022-03-31 | $1.1M | 4.9k | 214.55 |
| 2021-12-31 | $995k | 4.6k | 214.44 |
| 2021-09-30 | $818k | 4.5k | 182.10 |
| 2021-06-30 | $980k | 4.7k | 208.02 |
| 2021-03-31 | $755k | 4.4k | 169.97 |
| 2020-12-31 | $708k | 4.2k | 168.53 |