FineMark National Bank & Trust
Holdings in UPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $169,240,556 | 1,706,226 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $143,176,267 | 1,714,070 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $172,992,587 | 1,713,816 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $188,737,339 | 1,715,950 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $216,580,910 | 1,717,533 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $234,893,641 | 1,722,852 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $236,240,186 | 1,726,271 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $257,531,348 | 1,732,701 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $272,108,841 | 1,730,642 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $271,081,778 | 1,739,153 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $309,777,161 | 1,728,185 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $334,895,800 | 1,726,356 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $299,496,245 | 1,722,827 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $278,521,775 | 1,724,166 | Shares | Sole | 2022-11-14 |
| 2022-09-30 | $75,681,490 | 468,500 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $314,439,935 | 1,722,581 | Shares | Sole | 2022-08-09 |
| 2022-06-30 | $85,519,990 | 468,500 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $363,244,198 | 1,693,762 | Shares | Sole | 2022-05-16 |
| 2022-03-31 | $25,971,106 | 121,100 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $381,023,215 | 1,777,658 | Shares | Sole | 2022-02-14 |
| 2021-12-31 | $25,956,574 | 121,100 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $327,763,428 | 1,799,909 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $374,345,583 | 1,799,998 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $416,810,719 | 2,451,972 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $470,445,439 | 2,793,619 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $465,215,296 | 2,791,906 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $311,452,536 | 2,801,336 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $264,388,222 | 2,830,103 | Shares | Sole | 2020-05-06 |