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iAB Financial Bank’s United Parcel Service UPS Stock Holding History

iAB Financial 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
2017
Q2 		$1.1M Buy
9,950
+1,100
+12% +$118K 0.54% 44
2017
Q1 		$950K Buy
8,850
+250
+3% +$27.3K 0.49% 46
2016
Q4 		$986K Buy
8,600
+400
+5% +$45.1K 0.56% 43
2016
Q3 		$897K Buy
8,200
+805
+11% +$87.9K 0.53% 42
2016
Q2 		$797K Buy
7,395
+270
+4% +$28.1K 0.51% 47
2016
Q1 		$751K Buy
7,125
+700
+11% +$68K 0.51% 48
2015
Q4 		$618K Buy
6,425
+300
+5% +$30.6K 0.45% 55
2015
Q3 		$604K Hold
6,125
– – 0.46% 53
2015
Q2 		$594K Buy
6,125
+1,375
+29% +$137K 0.41% 55
2015
Q1 		$460K Buy
4,750
+1,200
+34% +$123K 0.32% 67
2014
Q4 		$395K Hold
3,550
– – 0.33% 62
2014
Q3 		$249K Hold
3,550
– – 0.22% 82
2014
Q2 		$364K Buy
3,550
+300
+9% +$30.1K 0.32% 61
2014
Q1 		$316K Buy
3,250
+100
+3% +$9.75K 0.28% 72
2013
Q4 		$331K Sell
3,150
-150
-5% -$14.8K 0.29% 68
2013
Q3 		$502K Sell
3,300
-200
-6% -$17.6K 0.48% 49
2013
Q2 		$303K Buy
+3,500
New +$300K 0.3% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

iAB Financial Bank's UPS Position: Q2 2017 in Review

iAB Financial Bank increased its United Parcel Service (UPS) stake by 12% in Q2 2017, buying an estimated $118K and bringing the position to 9,950 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #44.

iAB Financial Bank first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • iAB Financial Bank held 9,950 shares of United Parcel Service worth $1.1M as of Q2 2017.
  • iAB Financial Bank bought 1,100 United Parcel Service shares in Q2 2017, an estimated $118K.
  • United Parcel Service made up 0.54% of iAB Financial Bank's portfolio in Q2 2017, its #44 holding.
  • iAB Financial Bank first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.