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United Parcel Service shares owned by Tilson Financial Group

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

Historical chart of Tilson Financial Group investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 23k 136.85
2024-03-31 $3.4M 23k 148.64
2023-12-31 $3.6M 23k 157.25
2023-09-30 $3.6M 23k 155.85
2023-03-31 $4.4M 23k 193.98
2022-12-31 $4.0M 23k 173.84

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Tilson Financial Group

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