Coordinated Financial Services »

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

Tip: Access up to 7 years of quarterly data

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

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

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Mbs Etf (MBB)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Coordinated 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