United Parcel Service shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 169k | 83.53 |
| 2025-06-30 | $17M | 172k | 100.94 |
| 2025-03-31 | $18M | 160k | 109.99 |
| 2024-12-31 | $19M | 150k | 126.10 |
| 2024-09-30 | $12M | 85k | 136.34 |
| 2024-06-30 | $12M | 85k | 136.85 |
| 2024-03-31 | $12M | 83k | 148.63 |
| 2023-12-31 | $1.0M | 6.4k | 157.23 |
| 2023-09-30 | $1.0M | 6.5k | 155.87 |
| 2023-06-30 | $458k | 2.6k | 179.25 |
| 2023-03-31 | $474k | 2.4k | 193.99 |
| 2022-12-31 | $433k | 2.5k | 173.84 |
| 2022-09-30 | $399k | 2.5k | 161.54 |
| 2022-06-30 | $222k | 1.2k | 183.49 |
| 2022-03-31 | $284k | 1.3k | 211.01 |
| 2021-12-31 | $291k | 1.4k | 215.52 |
| 2021-09-30 | $333k | 1.6k | 213.46 |
| 2021-06-30 | $292k | 1.5k | 194.02 |
| 2021-03-31 | $248k | 1.2k | 213.79 |
| 2020-09-30 | $211k | 1.3k | 156.88 |
| 2020-06-30 | $219k | 1.4k | 159.27 |
| 2018-09-30 | $207k | 1.8k | 116.88 |
| 2017-12-31 | $68k | 568 | 119.72 |
| 2015-09-30 | $25k | 250 | 100.00 |
| 2015-06-30 | $24k | 250 | 96.00 |
| 2015-03-31 | $24k | 250 | 96.00 |
| 2014-12-31 | $28k | 250 | 112.00 |
| 2014-09-30 | $6.0k | 66 | 90.91 |
| 2014-06-30 | $7.0k | 66 | 106.06 |
| 2014-03-31 | $6.0k | 66 | 90.91 |
| 2013-12-31 | $120k | 1.1k | 105.36 |
| 2013-09-30 | $98k | 1.1k | 91.33 |
More positions owned by Warren Averett Asset Management
View all positions for Warren Averett Asset Management