First Command Bank’s United Parcel Service UPS Stock Holding History

First Command Bank’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
2023 Q2	$145K	Buy	810 +160	+25%	+$28.4K	0.01%	159
2023 Q1	$126K	Buy	650 +59	+10%	+$10.8K	0.01%	160
2022 Q4	$103K	Sell	591 -92	-13%	-$15.9K	0.01%	176
2022 Q3	$110K	Buy	683 +74	+12%	+$14K	0.02%	168
2022 Q2	$111K	Hold	609	–	–	0.02%	169
2022 Q1	$131K	Sell	609 -217	-26%	-$46.1K	0.02%	158
2021 Q4	$150K	Hold	826	–	–	0.03%	162
2021 Q3	$150K	Buy	826 +10	+1%	+$1.97K	0.03%	162
2021 Q2	$169K	Sell	816 -433	-35%	-$86.6K	0.02%	154
2021 Q1	$212K	Buy	1,249 +700	+128%	+$113K	0.05%	123
2020 Q4	$92K	Buy	549 +166	+43%	+$28K	0.02%	175
2020 Q3	$64K	Hold	383	–	–	0.02%	172
2020 Q2	$43K	Hold	383	–	–	0.01%	200
2020 Q1	$36K	Hold	383	–	–	0.02%	205
2019 Q4	$45K	Hold	383	–	–	0.02%	213
2019 Q3	$46K	Sell	383 -1,793	-82%	-$205K	0.02%	209
2019 Q2	$225K	Hold	2,176	–	–	0.11%	112
2019 Q1	$243K	Sell	2,176 -1,266	-37%	-$134K	0.12%	103
2018 Q4	$335K	Buy	3,442 +1,266	+58%	+$137K	0.17%	73
2018 Q3	$254K	Sell	2,176 -250	-10%	-$29.4K	0.07%	103
2018 Q2	$258K	Sell	2,426 -29	-1%	-$3.26K	0.08%	104
2018 Q1	$257K	Hold	2,455	–	–	0.14%	92
2017 Q4	$293K	Hold	2,455	–	–	0.16%	82
2017 Q3	$295K	Sell	2,455 -10	-0.4%	-$1.14K	0.18%	77
2017 Q2	$272K	Buy	2,465 +214	+10%	+$22.9K	0.18%	80
2017 Q1	$241K	Hold	2,251	–	–	0.17%	85
2016 Q4	$258K	Buy	+2,251	New	+$254K	0.21%	82

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Command Bank's UPS Position: Q2 2023 in Review

First Command Bank increased its United Parcel Service (UPS) stake by 25% in Q2 2023, buying an estimated $28.4K and bringing the position to 810 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #159.

First Command Bank first reported a position in UPS in Q4 2016 and has held it in 27 quarters since. The position peaked at $335K in Q4 2018. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

First Command Bank held 810 shares of United Parcel Service worth $145K as of Q2 2023.
First Command Bank bought 160 United Parcel Service shares in Q2 2023, an estimated $28.4K.
United Parcel Service made up 0.01% of First Command Bank's portfolio in Q2 2023, its #159 holding.
First Command Bank first reported a position in United Parcel Service in Q4 2016 and has held it in 27 quarters since.
First Command Bank's United Parcel Service position peaked at $335K in Q4 2018.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.