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UPS icon

HTLF Bank’s United Parcel Service UPS Stock Holding History

HTLF 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
2024
Q4 		$5.28M Buy
41,845
+782
+2% +$103K 0.6% 40
2024
Q3 		$5.6M Sell
41,063
-312
-0.8% -$41K 0.61% 40
2024
Q2 		$5.66M Sell
41,375
-680
-2% -$97.4K 0.64% 38
2024
Q1 		$6.25M Buy
42,055
+437
+1% +$66.4K 0.72% 36
2023
Q4 		$6.54M Buy
+41,618
New +$6.29M 0.77% 35

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HTLF Bank's UPS Position: Q4 2024 in Review

HTLF Bank increased its United Parcel Service (UPS) stake by 1.9% in Q4 2024, buying an estimated $103K and bringing the position to 41,845 shares worth $5.28M. The position accounts for 0.6% of the portfolio, ranked #40.

HTLF Bank first reported a position in UPS in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.54M in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • HTLF Bank held 41,845 shares of United Parcel Service worth $5.28M as of Q4 2024.
  • HTLF Bank bought 782 United Parcel Service shares in Q4 2024, an estimated $103K.
  • United Parcel Service made up 0.6% of HTLF Bank's portfolio in Q4 2024, its #40 holding.
  • HTLF Bank first reported a position in United Parcel Service in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's United Parcel Service position peaked at $6.54M in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.