Jolley Asset Management, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jolley Asset Management, LLC on UPS, newest first. How the timeline and the estimate are built.
Jolley Asset Management, LLC held 40,360 UPS shares at 2020-03-31 per its 13F-HR filed 2020-04-15.
the latest 13F is the newest step
- period ended2020-03-3113F 40,360 sharesChange vs previous 13F -706 shares
2.9% of the 13F portfolio, value $3,770,000.
13F-HR 0001398344-20-008049 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 41,066 sharesChange vs previous 13F -1,684 shares
2.73% of the 13F portfolio, value $4,807,000.
13F-HR 0001398344-20-001193 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F 42,750 sharesChange vs previous 13F -417 shares
3.33% of the 13F portfolio, value $5,122,000.
13F-HR 0001398344-19-017910 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 43,167 sharesChange vs previous 13F +1,593 shares
2.86% of the 13F portfolio, value $4,458,000.
13F-HR 0001398344-19-012240 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 41,574 sharesChange vs previous 13F +607 shares
3.36% of the 13F portfolio, value $4,645,000.
13F-HR 0001398344-19-006620 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 40,967 sharesChange vs previous 13F +2,073 shares
3.06% of the 13F portfolio, value $3,996,000.
13F-HR 0001398344-19-001101 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 38,894 sharesChange vs previous 13F -2,968 shares
3.05% of the 13F portfolio, value $4,541,000.
13F-HR 0001398344-18-015072 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 41,862 sharesChange vs previous 13F not available
2.98% of the 13F portfolio, value $4,447,000.
13F-HR 0001569117-18-000006 filed by Jolley Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).