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United Parcel Service shares owned by GenTrust

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

Historical chart of GenTrust investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by GenTrust

Quarter filed Position value Share count Share price at filing
2024-03-31 $297k 2.0k 148.63
2023-12-31 $315k 2.0k 157.23
2023-09-30 $344k 2.2k 155.87
2023-06-30 $395k 2.2k 179.25
2023-03-31 $449k 2.3k 193.99

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Tips Bd Etf (TIP)

View all positions for GenTrust

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
FMR
Ameriprise Financial
Franklin Resources
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
Morgan Stanley
UBS Group

View all funds holding United Parcel Service