Carter Financial Group »

United Parcel Service shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2022-03-31 $347k 1.6k 214.59

More positions owned by Carter Financial Group

Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ)
Dbx Etf Trust Xtrack Msci Eafe Etf Xtrack Msci Eafe Etf (DBEF)
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val Etf (SLYV)
Amplify Etf Tr Cwp Enhanced Div Etf Cwp Enhanced Div Etf (DIVO)
Apple (AAPL)
Amplify Etf Tr Onlin Retl Etf Onlin Retl Etf (IBUY)
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Sceqt Etf Intl Sceqt Etf (SCHC)
Tesla Motors (TSLA)
Aberdeen Standard Invests Etfs Abrdn Bbrg All Comd K1 Etf Abrdn Bbrg All Comd K1 Etf (BCI)
Schwab Strategic Tr Us Reit Etf Us Reit Etf (SCHH)
Amplify Etf Tr Blockchain Ldr Etf Blockchain Ldr Etf (BLOK)
Exxon Mobil Corporation (XOM)

View all positions for Carter Financial Group

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