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United Parcel Service shares owned by Burkett Financial Services

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in United Parcel Service

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All positions including United Parcel Service held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 90 136.31
2024-06-30 $12k 89 136.62
2024-03-31 $13k 88 148.28
2023-12-31 $14k 87 157.00

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding United Parcel Service

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Amundi
Citadel Advisors
Morgan Stanley
Northern Trust

View all funds holding United Parcel Service