United Parcel Service shares owned by Heritage Trust
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 23k | 148.63 |
| 2023-12-31 | $3.6M | 23k | 157.23 |
| 2023-09-30 | $3.6M | 23k | 155.87 |
| 2023-06-30 | $4.1M | 23k | 179.25 |
| 2023-03-31 | $4.4M | 23k | 193.99 |
| 2022-12-31 | $3.5M | 20k | 173.84 |
| 2022-09-30 | $3.1M | 19k | 161.33 |
| 2022-06-30 | $3.5M | 19k | 182.31 |
| 2022-03-31 | $4.3M | 20k | 214.21 |
| 2021-12-31 | $4.2M | 20k | 214.21 |
| 2021-09-30 | $3.6M | 20k | 181.96 |
| 2021-06-30 | $3.8M | 18k | 208.06 |
| 2021-03-31 | $2.8M | 17k | 169.99 |
| 2020-12-31 | $2.8M | 17k | 168.49 |
| 2020-09-30 | $2.7M | 16k | 166.67 |
| 2020-06-30 | $1.8M | 17k | 111.35 |
| 2020-03-31 | $1.5M | 16k | 93.56 |
| 2019-12-31 | $1.9M | 16k | 117.08 |
| 2019-09-30 | $2.0M | 17k | 119.81 |
| 2019-06-30 | $1.8M | 17k | 103.29 |
| 2019-03-31 | $1.9M | 17k | 111.74 |
| 2018-12-31 | $1.5M | 15k | 97.51 |
| 2018-09-30 | $1.7M | 15k | 116.73 |
| 2018-06-30 | $1.5M | 15k | 106.23 |
| 2018-03-31 | $1.5M | 15k | 104.69 |
| 2017-12-31 | $1.8M | 15k | 119.14 |
| 2017-09-30 | $2.0M | 16k | 120.11 |
| 2017-06-30 | $1.9M | 17k | 110.58 |
| 2017-03-31 | $2.0M | 19k | 107.31 |