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UPS icon

IberiaBank’s United Parcel Service UPS Stock Holding History

IberiaBank’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
2020
Q2 		$8.38M Buy
75,405
+993
+1% +$99.1K 0.99% 29
2020
Q1 		$6.95M Buy
74,412
+1,941
+3% +$201K 0.92% 34
2019
Q4 		$8.48M Buy
72,471
+289
+0.4% +$34.2K 0.89% 38
2019
Q3 		$8.65M Sell
72,182
-5,187
-7% -$593K 1% 36
2019
Q2 		$7.99M Buy
77,369
+29,921
+63% +$3.11M 0.88% 40
2019
Q1 		$5.3M Sell
47,448
-7,108
-13% -$754K 0.62% 55
2018
Q4 		$5.32M Buy
54,556
+853
+2% +$92.5K 0.69% 48
2018
Q3 		$6.27M Buy
53,703
+11,682
+28% +$1.37M 0.78% 35
2018
Q2 		$4.46M Buy
42,021
+7,434
+21% +$835K 0.77% 41
2018
Q1 		$3.62M Buy
34,587
+12,802
+59% +$1.48M 0.72% 47
2017
Q4 		$2.6M Buy
21,785
+175
+0.8% +$20.6K 0.41% 79
2017
Q3 		$2.6M Buy
21,610
+2,645
+14% +$301K 0.43% 77
2017
Q2 		$2.1M Sell
18,965
-299
-2% -$32K 0.62% 59
2017
Q1 		$2.07M Sell
19,264
-3,780
-16% -$413K 0.65% 53
2016
Q4 		$2.64M Buy
23,044
+1,570
+7% +$177K 0.97% 43
2016
Q3 		$2.35M Buy
21,474
+4,313
+25% +$471K 1% 40
2016
Q2 		$1.85M Buy
17,161
+860
+5% +$89.5K 0.81% 44
2016
Q1 		$1.72M Sell
16,301
-172
-1% -$16.7K 0.81% 43
2015
Q4 		$1.58M Buy
16,473
+1,857
+13% +$190K 0.71% 48
2015
Q3 		$1.44M Sell
14,616
-295
-2% -$29.1K 0.74% 47
2015
Q2 		$1.45M Sell
14,911
-9,700
-39% -$964K 0.64% 51
2015
Q1 		$2.39M Buy
24,611
+6,610
+37% +$678K 1.07% 38
2014
Q4 		$2M Sell
18,001
-1,343
-7% -$142K 1.09% 35
2014
Q3 		$1.9M Buy
19,344
+1,868
+11% +$186K 1.07% 37
2014
Q2 		$1.79M Buy
17,476
+1,024
+6% +$103K 1% 38
2014
Q1 		$1.6M Buy
16,452
+641
+4% +$62.5K 0.99% 43
2013
Q4 		$1.66M Sell
15,811
-383
-2% -$37.7K 1.08% 37
2013
Q3 		$1.48M Buy
16,194
+2,460
+18% +$216K 0.97% 41
2013
Q2 		$1.19M Buy
+13,734
New +$1.18M 0.9% 44

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IberiaBank's UPS Position: Q2 2020 in Review

IberiaBank increased its United Parcel Service (UPS) stake by 1.3% in Q2 2020, buying an estimated $99.1K and bringing the position to 75,405 shares worth $8.38M. The position accounts for 0.99% of the portfolio, ranked #29.

IberiaBank first reported a position in UPS in Q2 2013 and has held it in 29 quarters since. The position peaked at $8.65M in Q3 2019. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • IberiaBank held 75,405 shares of United Parcel Service worth $8.38M as of Q2 2020.
  • IberiaBank bought 993 United Parcel Service shares in Q2 2020, an estimated $99.1K.
  • United Parcel Service made up 0.99% of IberiaBank's portfolio in Q2 2020, its #29 holding.
  • IberiaBank first reported a position in United Parcel Service in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's United Parcel Service position peaked at $8.65M in Q3 2019.
  • 1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.