UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,950 Value ($000) $1,483 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 16,120 Value ($000) $1,347 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 22,305 Value ($000) $2,251 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 37,226 Value ($000) $4,094 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 62,117 Value ($000) $7,833 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 45,237 Value ($000) $6,168 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 58,278 Value ($000) $7,975 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 60,606 Value ($000) $9,008 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 62,983 Value ($000) $9,903 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 77,059 Value ($000) $12,011 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 81,058 Value ($000) $14,530 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 82,216 Value ($000) $15,949 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 44,314 Value ($000) $7,704 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 41,241 Value ($000) $6,662 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 41,190 Value ($000) $7,519 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 41,375 Value ($000) $8,874 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 42,180 Value ($000) $9,041 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 42,165 Value ($000) $7,678 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 42,905 Value ($000) $8,923 Avg Close $164.16 Range $138.21 - $179.76
Q1 2021
Shares 46,460 Value ($000) $7,898 Avg Close $131.98 Range $125.90 - $139.99
Q4 2020
Shares 51,167 Value ($000) $8,617 Avg Close $136.91 Range $125.53 - $143.93
Q3 2020
Shares 51,446 Value ($000) $8,573 Avg Close $117.34 Range $90.83 - $139.06
Q2 2020
Shares 55,257 Value ($000) $6,144 Avg Close $79.74 Range $70.25 - $90.00
Q1 2020
Shares 59,232 Value ($000) $5,534 Avg Close $81.89 Range $65.20 - $93.88
Q4 2019
Shares 65,646 Value ($000) $7,684 Avg Close $92.83 Range $87.32 - $97.89
Q3 2019
Shares 67,474 Value ($000) $8,085 Avg Close $88.95 Range $78.36 - $96.58
Q2 2019
Shares 65,071 Value ($000) $6,719 Avg Close $80.15 Range $71.77 - $88.26
Q1 2019
Shares 59,539 Value ($000) $6,653 Avg Close $80.97 Range $71.64 - $86.63
Q4 2018
Shares 67,960 Value ($000) $6,628 Avg Close $82.08 Range $68.37 - $89.93
Q3 2018
Shares 69,156 Value ($000) $8,074 Avg Close $88.44 Range $78.57 - $94.36
Q2 2018
Shares 74,845 Value ($000) $7,950 Avg Close $83.75 Range $76.07 - $89.22
Q1 2018
Shares 74,220 Value ($000) $7,768 Avg Close $85.46 Range $75.36 - $99.83
Q4 2017
Shares 77,494 Value ($000) $9,234 Avg Close $86.27 Range $81.68 - $92.19
Q3 2017
Shares 76,145 Value ($000) $9,145 Avg Close $82.86 Range $77.64 - $88.05
Q2 2017
Shares 76,151 Value ($000) $8,422 Avg Close $77.32 Range $74.11 - $80.96
Q1 2017
Shares 79,167 Value ($000) $8,494 Avg Close $78.36 Range $73.76 - $84.45
Q4 2016
Shares 81,819 Value ($000) $9,379 Avg Close $80.28 Range $75.12 - $86.06
Q3 2016
Shares 81,978 Value ($000) $8,964 Avg Close $77.25 Range $74.66 - $78.79
Q2 2016
Shares 82,560 Value ($000) $8,893 Avg Close $73.08 Range $70.37 - $75.91
Q1 2016
Shares 85,533 Value ($000) $9,021 Avg Close $67.69 Range $60.56 - $74.54
Q4 2015
Shares 95,373 Value ($000) $9,178 Avg Close $70.63 Range $66.47 - $73.93
Q3 2015
Shares 175,958 Value ($000) $17,374 Avg Close $67.80 Range $64.39 - $71.18
Q2 2015
Shares 176,970 Value ($000) $17,149 Avg Close $67.72 Range $64.42 - $70.34
Q1 2015
Shares 182,185 Value ($000) $17,661 Avg Close $69.40 Range $65.39 - $77.12
Q4 2014
Shares 183,348 Value ($000) $20,377 Avg Close $70.93 Range $63.01 - $76.24
Q3 2014
Shares 194,730 Value ($000) $19,137 Avg Close $66.34 Range $63.12 - $69.92
Q2 2014
Shares 199,177 Value ($000) $20,458 Avg Close $66.59 Range $63.08 - $69.39
Q1 2014
Shares 200,906 Value ($000) $19,552 Avg Close $64.17 Range $61.16 - $68.85
Q4 2013
Shares 205,029 Value ($000) $21,561 Avg Close $64.45 Range $57.69 - $69.15
Q3 2013
Shares 203,582 Value ($000) $18,597 Avg Close $57.13 Range $55.21 - $60.08
Q2 2013
Shares 209,152 Value ($000) $18,084 Avg Close $55.38 Range $52.70 - $57.99