Skip to content
Disclosery

Geneva Advisors, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on UPS, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 332,360 UPS shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 332,360 shares
    Change vs previous 13F -198,228 shares

    0.63% of the 13F portfolio, value $36,756,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 530,588 shares
    Change vs previous 13F -12,869 shares

    1.02% of the 13F portfolio, value $56,932,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 543,457 shares
    Change vs previous 13F -8,265 shares

    1.22% of the 13F portfolio, value $62,302,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 551,722 shares
    Change vs previous 13F +1,173 shares

    1.13% of the 13F portfolio, value $60,336,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 550,549 shares
    Change vs previous 13F -36,106 shares

    1.17% of the 13F portfolio, value $59,305,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 586,655 shares
    Change vs previous 13F +188,029 shares

    1.24% of the 13F portfolio, value $61,875,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 398,626 shares
    Change vs previous 13F +124,649 shares

    0.74% of the 13F portfolio, value $38,360,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 273,977 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $27,039,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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