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United Parcel Service shares owned by West Branch Capital

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

Historical chart of West Branch Capital investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $147k 1.1k 136.36
2024-06-30 $151k 1.1k 136.80
2024-03-31 $135k 909 148.65
2023-12-31 $184k 1.2k 157.22
2023-09-30 $182k 1.2k 155.83
2023-06-30 $211k 1.2k 179.21
2023-03-31 $227k 1.2k 193.95
2022-12-31 $203k 1.2k 173.91
2022-09-30 $196k 1.2k 161.18
2022-06-30 $210k 1.2k 182.45
2022-03-31 $245k 1.1k 213.97
2021-12-31 $244k 1.1k 214.22
2021-09-30 $237k 1.3k 181.89
2021-06-30 $328k 1.6k 207.99
2021-03-31 $212k 1.2k 169.87
2020-12-31 $212k 1.3k 168.39
2020-09-30 $264k 1.6k 166.77
2020-03-31 $252k 2.7k 93.33
2019-12-31 $339k 2.9k 117.14
2019-09-30 $458k 3.8k 119.74
2019-06-30 $504k 4.9k 103.17
2019-03-31 $586k 5.2k 111.79
2018-12-31 $527k 5.4k 97.48
2018-09-30 $1.0M 8.6k 116.80
2018-06-30 $930k 8.8k 106.25