Skip to content
Disclosery

Shamrock Asset Management LLC: UPS position timeline

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

Shamrock Asset Management LLC held 4,986 UPS shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 4,986 shares
    Change vs previous 13F -112 shares

    0.46% of the 13F portfolio, value $597,000.

    13F-HR 0001062993-19-004348 filed by Shamrock 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 ended2019-06-30
    13F 5,098 shares
    Change vs previous 13F +262 shares

    0.37% of the 13F portfolio, value $526,000.

    13F-HR 0001062993-19-003246 filed by Shamrock 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 ended2019-03-31
    13F 4,836 shares
    Change vs previous 13F -22 shares

    0.43% of the 13F portfolio, value $540,000.

    13F-HR 0001062993-19-001943 filed by Shamrock 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 ended2018-12-31
    13F 4,858 shares
    Change vs previous 13F -23 shares

    0.72% of the 13F portfolio, value $474,000.

    13F-HR 0001062993-19-000547 filed by Shamrock 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 ended2018-09-30
    13F 4,881 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $570,000.

    13F-HR 0001062993-18-004179 filed by Shamrock 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 ended2018-06-30
    13F 4,881 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $519,000.

    13F-HR 0001062993-18-002866 filed by Shamrock 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 ended2018-03-31
    13F 4,881 shares
    Change vs previous 13F -206 shares

    0.34% of the 13F portfolio, value $564,000.

    13F-HR 0001062993-18-002406 filed by Shamrock 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 ended2017-12-31
    13F 5,087 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $606,000.

    13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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