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HALSEY ASSOCIATES INC/CT: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HALSEY ASSOCIATES INC/CT on UPS, newest first. How the timeline and the estimate are built.

HALSEY ASSOCIATES INC/CT held 112,197 UPS shares at 2019-09-30 per its 13F-HR filed 2019-11-15.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 112,197 shares
    Change vs previous 13F +3,009 shares

    2.14% of the 13F portfolio, value $13,444,000.

    13F-HR 0001034188-19-000004 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 109,188 shares
    Change vs previous 13F -1,823 shares

    2.01% of the 13F portfolio, value $11,276,000.

    13F-HR 0001034188-19-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 111,011 shares
    Change vs previous 13F -1,488 shares

    2.04% of the 13F portfolio, value $12,404,000.

    13F-HR 0001034188-19-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 112,499 shares
    Change vs previous 13F +7,620 shares

    2.07% of the 13F portfolio, value $10,972,000.

    13F-HR 0001034188-19-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 104,879 shares
    Change vs previous 13F +2,122 shares

    2.18% of the 13F portfolio, value $12,245,000.

    13F-HR 0001034188-18-000004 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-06-30
    13F 102,757 shares
    Change vs previous 13F -2,088 shares

    2.12% of the 13F portfolio, value $10,916,000.

    13F-HR 0001034188-18-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 104,845 shares
    Change vs previous 13F -199 shares

    1.93% of the 13F portfolio, value $10,973,000.

    13F-HR 0001034188-18-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-12-31
    13F 105,044 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $12,516,000.

    13F-HR 0001034188-18-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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