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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
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)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
Susquehanna International
ClearBridge Advisors
Legal & General Group

View all funds holding United Parcel Service