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REGENTATLANTIC CAPITAL LLC: UPS position timeline

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

REGENTATLANTIC CAPITAL LLC held 49,396 UPS shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 49,396 shares
    Change vs previous 13F -3,412 shares

    0.24% of the 13F portfolio, value $7,979,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 52,808 shares
    Change vs previous 13F +2,105 shares

    0.32% of the 13F portfolio, value $9,640,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 50,703 shares
    Change vs previous 13F +2,236 shares

    0.31% of the 13F portfolio, value $10,874,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 48,467 shares
    Change vs previous 13F +598 shares

    0.29% of the 13F portfolio, value $10,388,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 47,869 shares
    Change vs previous 13F +3,062 shares

    0.26% of the 13F portfolio, value $8,717,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 44,807 shares
    Change vs previous 13F +4,158 shares

    0.29% of the 13F portfolio, value $9,319,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 40,649 shares
    Change vs previous 13F +9,968 shares

    0.23% of the 13F portfolio, value $6,910,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 30,681 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,167,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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