Strategic Wealth Management Group »

United Parcel Service shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Strategic Wealth Management Group 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 Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $243k 1.2k 208.05
2021-03-31 $203k 1.2k 170.02
2020-12-31 $202k 1.2k 168.76

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management 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