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United Parcel Service shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in United Parcel Service

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All positions including United Parcel Service held by Coordinated 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $397k 3.6k 109.98
2024-06-30 $253k 1.8k 136.88
2024-03-31 $266k 1.8k 148.65

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Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Coordinated Financial Services

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
FMR
Geode Capital Management
Susquehanna International
Morgan Stanley
UBS Group
Citadel Advisors
Victory Capital Management
Northern Trust
Invesco
Jane Street
Goldman Sachs Group

View all funds holding United Parcel Service