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American National Registered Investment Advisor’s United Parcel Service UPS Stock Holding History

American National Registered Investment Advisor’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
2022
Q1 		$1.32M Sell
6,139
-139
-2% -$29.5K 0.47% 58
2021
Q4 		$1.35M Sell
6,278
-1
-0% -$203 0.44% 62
2021
Q3 		$1.14M Sell
6,279
-12
-0.2% -$2.37K 0.41% 72
2021
Q2 		$1.31M Sell
6,291
-43
-0.7% -$8.6K 0.47% 59
2021
Q1 		$1.08M Sell
6,334
-3
-0% -$485 0.42% 66
2020
Q4 		$1.07M Hold
6,337
– – 0.43% 67
2020
Q3 		$1.06M Hold
6,337
– – 0.48% 60
2020
Q2 		$705K Hold
6,337
– – 0.35% 87
2020
Q1 		$592K Sell
6,337
-195
-3% -$20.2K 0.37% 88
2019
Q4 		$765K Hold
6,532
– – 0.38% 84
2019
Q3 		$783K Hold
6,532
– – 0.43% 73
2019
Q2 		$675K Sell
6,532
-1,410
-18% -$147K 0.38% 84
2019
Q1 		$887K Sell
7,942
-33
-0.4% -$3.5K 0.49% 61
2018
Q4 		$778K Hold
7,975
– – 0.49% 66
2018
Q3 		$931K Sell
7,975
-1,300
-14% -$153K 0.49% 65
2018
Q2 		$985K Hold
9,275
– – 0.47% 65
2018
Q1 		$971K Sell
9,275
-175
-2% -$20.2K 0.48% 62
2017
Q4 		$1.13M Hold
9,450
– – 0.54% 55
2017
Q3 		$1.14M Sell
9,450
-2,625
-22% -$298K 0.57% 49
2017
Q2 		$1.33M Sell
12,075
-25
-0.2% -$2.67K 0.56% 51
2017
Q1 		$1.3M Sell
12,100
-215
-2% -$23.5K 0.55% 49
2016
Q4 		$1.41M Hold
12,315
– – 0.64% 49
2016
Q3 		$1.35M Hold
12,315
– – 0.63% 48
2016
Q2 		$1.33M Hold
12,315
– – 0.62% 45
2016
Q1 		$1.3M Hold
12,315
– – 0.63% 45
2015
Q4 		$1.19M Hold
12,315
– – 0.58% 52
2015
Q3 		$1.22M Hold
12,315
– – 0.63% 46
2015
Q2 		$1.19M Hold
12,315
– – 0.58% 50
2015
Q1 		$1.19M Sell
12,315
-514
-4% -$52.7K 0.57% 50
2014
Q4 		$1.43M Sell
12,829
-131
-1% -$13.8K 0.66% 43
2014
Q3 		$1.27M Sell
12,960
-20
-0.2% -$1.99K 0.61% 50
2014
Q2 		$1.33M Sell
12,980
-60
-0.5% -$6.03K 0.63% 42
2014
Q1 		$1.27M Sell
13,040
-350
-3% -$34.1K 0.64% 45
2013
Q4 		$1.41M Sell
13,390
-60
-0.4% -$5.91K 0.71% 36
2013
Q3 		$1.23M Sell
13,450
-500
-4% -$43.9K 0.7% 42
2013
Q2 		$1.21M Buy
+13,950
New +$1.2M 0.68% 39

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American National Registered Investment Advisor's UPS Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its United Parcel Service (UPS) stake by 2.2% in Q1 2022, selling an estimated $29.5K and leaving 6,139 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #58.

American National Registered Investment Advisor first reported a position in UPS in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.43M in Q4 2014. 2,237 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • American National Registered Investment Advisor held 6,139 shares of United Parcel Service worth $1.32M as of Q1 2022.
  • American National Registered Investment Advisor sold 139 United Parcel Service shares in Q1 2022, an estimated $29.5K.
  • United Parcel Service made up 0.47% of American National Registered Investment Advisor's portfolio in Q1 2022, its #58 holding.
  • American National Registered Investment Advisor first reported a position in United Parcel Service in Q2 2013 and has held it in 36 quarters since.
  • American National Registered Investment Advisor's United Parcel Service position peaked at $1.43M in Q4 2014.
  • 2,237 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on American National Registered Investment Advisor's 13F filing for Q1 2022, filed 13 May 2022.