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United Parcel Service shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 1.7k 126.13
2024-09-30 $230k 1.7k 136.36
2024-03-31 $224k 1.5k 148.72

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust S&p 500 Etf (SPY)
Ishares Tr Grwt Allocat Etf (AOR)
Microsoft Corporation (MSFT)

View all positions for Ellenbecker Investment Group

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