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United Parcel Service shares owned by Roosevelt Investment Group

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

Historical chart of Roosevelt Investment Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Roosevelt Investment Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $406k 2.5k 161.75
2022-06-30 $497k 2.7k 182.45
2022-03-31 $537k 2.5k 214.54
2021-12-31 $536k 2.5k 214.14
2015-03-31 $5.5M 57k 96.94
2013-12-31 $1.4M 13k 105.06
2013-09-30 $1.2M 13k 91.30
2013-06-30 $1.1M 13k 86.46