Horizon Bancorp’s United Parcel Service UPS Stock Holding History

Horizon Bancorp’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
2025 Q1	–	Sell	-189	Closed	-$24K	–	194
2024 Q4	$24K	Hold	189	–	–	0.01%	140
2024 Q3	$26K	Sell	189 -6	-3%	-$788	0.01%	156
2024 Q2	$27K	Sell	195 -46	-19%	-$6.59K	0.01%	159
2024 Q1	$36K	Sell	241 -12	-5%	-$1.82K	0.02%	155
2023 Q4	$40K	Hold	253	–	–	0.02%	157
2023 Q3	$39K	Sell	253 -550	-68%	-$94.9K	0.03%	144
2023 Q2	$144K	Sell	803 -46	-5%	-$8.17K	0.09%	50
2023 Q1	$165K	Sell	849 -23	-3%	-$4.22K	0.11%	36
2022 Q4	$152K	Buy	+872	New	+$151K	0.09%	71
2020 Q3	$281K	Sell	1,688 -142	-8%	-$20.7K	0.4%	73
2020 Q2	$203K	Sell	1,830 -329	-15%	-$32.8K	0.22%	91
2020 Q1	$202K	Sell	2,159 -89	-4%	-$9.22K	0.31%	88
2019 Q4	$263K	Buy	+2,248	New	+$266K	0.25%	109

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Bancorp's UPS Position: Q1 2025 in Review

Horizon Bancorp sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 189 shares — an estimated $24K sold.

Horizon Bancorp first reported a position in UPS in Q4 2019 and held it in 13 quarters. The position peaked at $281K in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Horizon Bancorp reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Horizon Bancorp sold 189 United Parcel Service shares in Q1 2025, an estimated $24K.
Horizon Bancorp first reported a position in United Parcel Service in Q4 2019 and held it in 13 quarters.
Horizon Bancorp's United Parcel Service position peaked at $281K in Q3 2020.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Horizon Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.