American National Bank & Trust (Virginia)’s United Parcel Service UPS Stock Holding History

American National Bank & Trust (Virginia)’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$815K	Buy	+5,485	New	+$834K	0.19%	82
2015 Q1	–	Sell	-4,219	Closed	-$469K	–	136
2014 Q4	$469K	Sell	4,219 -619	-13%	-$65.3K	0.22%	104
2014 Q3	$476K	Sell	4,838 -962	-17%	-$95.6K	0.23%	102
2014 Q2	$595K	Sell	5,800 -617	-10%	-$62K	0.3%	83
2014 Q1	$625K	Sell	6,417 -50	-0.8%	-$4.87K	0.32%	74
2013 Q4	$680K	Sell	6,467 -333	-5%	-$32.8K	0.34%	67
2013 Q3	$621K	Buy	+6,800	New	+$598K	0.34%	69

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American National Bank & Trust (Virginia)'s UPS Position: Q1 2024 in Review

American National Bank & Trust (Virginia) opened a new position in United Parcel Service (UPS) in Q1 2024: 5,485 shares worth $815K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings. This is a return to the name: American National Bank & Trust (Virginia) previously reported a position in UPS as recently as Q4 2014.

American National Bank & Trust (Virginia) first reported a position in UPS in Q3 2013 and has held it in 7 quarters since. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

American National Bank & Trust (Virginia) held 5,485 shares of United Parcel Service worth $815K as of Q1 2024.
United Parcel Service was a new American National Bank & Trust (Virginia) position in Q1 2024.
United Parcel Service made up 0.19% of American National Bank & Trust (Virginia)'s portfolio in Q1 2024, its #82 holding.
American National Bank & Trust (Virginia) first reported a position in United Parcel Service in Q3 2013 and has held it in 7 quarters since.
2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on American National Bank & Trust (Virginia)'s 13F filing for Q1 2024, filed 19 Apr 2024.