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United Parcel Service shares owned by Essential Planning

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in United Parcel Service

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All positions including United Parcel Service held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $514k 3.9k 131.58

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Dimensional Etf Trust Short Duration F (DFSD)
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Ishares Tr Core S&p500 Etf (IVV)
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Dimensional Etf Trust Us Core Equity 1 (DCOR)
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View all positions for Essential Planning

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