Skip to content

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

  1. period ended2020-03-31
    13F 40,360 shares
    Change 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), ingested

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

  2. period ended2019-12-31
    13F 41,066 shares
    Change 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), ingested

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

  3. period ended2019-09-30
    13F 42,750 shares
    Change 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), ingested

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

  4. period ended2019-06-30
    13F 43,167 shares
    Change 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), ingested

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

  5. period ended2019-03-31
    13F 41,574 shares
    Change 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), ingested

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

  6. period ended2018-12-31
    13F 40,967 shares
    Change 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), ingested

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

  7. period ended2018-09-30
    13F 38,894 shares
    Change 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), ingested

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

  8. period ended2018-06-30
    13F 41,862 shares
    Change 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), ingested

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