UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 60,812 Value ($000) $6,032 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 84,579 Value ($000) $7,065 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 88,471 Value ($000) $8,930 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 98,522 Value ($000) $10,836 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 41,722 Value ($000) $5,261 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 100,573 Value ($000) $13,712 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 111,430 Value ($000) $15,249 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 91,789 Value ($000) $13,643 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 96,038 Value ($000) $15,100 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 33,515 Value ($000) $5,224 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 35,193 Value ($000) $6,308 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 36,373 Value ($000) $7,056 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 35,408 Value ($000) $6,155 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 20,273 Value ($000) $3,275 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 22,285 Value ($000) $4,068 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 36,446 Value ($000) $7,816 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 36,691 Value ($000) $7,864 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 6,008 Value ($000) $1,094 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 34,973 Value ($000) $7,273 Avg Close $164.16 Range $138.21 - $179.76
Q1 2021
Shares 15,185 Value ($000) $2,581 Avg Close $131.98 Range $125.90 - $139.99
Q4 2020
Shares 15,351 Value ($000) $2,585 Avg Close $136.91 Range $125.53 - $143.93
Q3 2020
Shares 14,529 Value ($000) $2,421 Avg Close $117.34 Range $90.83 - $139.06
Q2 2020
Shares 14,228 Value ($000) $1,582 Avg Close $79.74 Range $70.25 - $90.00
Q1 2020
Shares 14,174 Value ($000) $1,324 Avg Close $81.89 Range $65.20 - $93.88
Q4 2019
Shares 15,684 Value ($000) $1,836 Avg Close $92.83 Range $87.32 - $97.89
Q3 2019
Shares 19,657 Value ($000) $2,355 Avg Close $88.95 Range $78.36 - $96.58
Q2 2019
Shares 18,678 Value ($000) $1,929 Avg Close $80.15 Range $71.77 - $88.26
Q1 2019
Shares 18,367 Value ($000) $2,052 Avg Close $80.97 Range $71.64 - $86.63
Q4 2018
Shares 13,845 Value ($000) $1,350 Avg Close $82.08 Range $68.37 - $89.93
Q3 2018
Shares 7,319 Value ($000) $854 Avg Close $88.44 Range $78.57 - $94.36
Q2 2018
Shares 7,759 Value ($000) $824 Avg Close $83.75 Range $76.07 - $89.22
Q1 2018
Shares 7,766 Value ($000) $813 Avg Close $85.46 Range $75.36 - $99.83
Q4 2017
Shares 7,406 Value ($000) $882 Avg Close $86.27 Range $81.68 - $92.19
Q3 2017
Shares 7,407 Value ($000) $889 Avg Close $82.86 Range $77.64 - $88.05
Q2 2017
Shares 7,239 Value ($000) $801 Avg Close $77.32 Range $74.11 - $80.96
Q1 2017
Shares 7,285 Value ($000) $782 Avg Close $78.36 Range $73.76 - $84.45
Q4 2016
Shares 5,984 Value ($000) $686 Avg Close $80.28 Range $75.12 - $86.06
Q3 2016
Shares 5,854 Value ($000) $640 Avg Close $77.25 Range $74.66 - $78.79
Q2 2016
Shares 10,432 Value ($000) $1,124 Avg Close $73.08 Range $70.37 - $75.91
Q1 2016
Shares 10,285 Value ($000) $1,085 Avg Close $67.69 Range $60.56 - $74.54
Q4 2015
Shares 10,284 Value ($000) $990 Avg Close $70.63 Range $66.47 - $73.93
Q3 2015
Shares 10,378 Value ($000) $1,024 Avg Close $67.80 Range $64.39 - $71.18
Q2 2015
Shares 10,377 Value ($000) $1,006 Avg Close $67.72 Range $64.42 - $70.34
Q1 2015
Shares 10,122 Value ($000) $981 Avg Close $69.40 Range $65.39 - $77.12
Q2 2014
Shares 10,898 Value ($000) $1,119 Avg Close $66.59 Range $63.08 - $69.39
Q1 2014
Shares 10,314 Value ($000) $1,004 Avg Close $64.17 Range $61.16 - $68.85
Q4 2013
Shares 10,145 Value ($000) $1,066 Avg Close $64.45 Range $57.69 - $69.15