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United Parcel Service shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $577k 3.7k 157.21
2023-09-30 $487k 3.1k 155.87
2023-06-30 $506k 2.8k 179.22
2023-03-31 $492k 2.5k 193.98

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View all positions for Cape Investment Advisory

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
FMR
Ameriprise Financial
Franklin Resources
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
Morgan Stanley
UBS Group

View all funds holding United Parcel Service