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Disclosery

Avalon Investment & Advisory: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on UPS, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 220,686 UPS shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 220,686 shares
    Change vs previous 13F -4,253 shares

    1.17% of the 13F portfolio, value $42,810,877.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 224,939 shares
    Change vs previous 13F -15,031 shares

    1.11% of the 13F portfolio, value $39,103,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 239,970 shares
    Change vs previous 13F +715 shares

    1.2% of the 13F portfolio, value $38,765,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 239,255 shares
    Change vs previous 13F +14,374 shares

    1.23% of the 13F portfolio, value $43,674,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 224,881 shares
    Change vs previous 13F +136,242 shares

    1.17% of the 13F portfolio, value $48,228,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 88,639 shares
    Change vs previous 13F -19,059 shares

    0.47% of the 13F portfolio, value $18,999,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 107,698 shares
    Change vs previous 13F -8,519 shares

    0.45% of the 13F portfolio, value $19,612,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 116,217 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $24,170,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).