Israel Discount Bank of New York’s United Parcel Service UPS Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-225	Closed	-$25K	–	346
2019 Q1	$25K	Hold	225	–	–	0.02%	310
2018 Q4	$22K	Hold	225	–	–	0.02%	308
2018 Q3	$26K	Hold	225	–	–	0.02%	315
2018 Q2	$24K	Hold	225	–	–	0.02%	360
2018 Q1	$24K	Hold	225	–	–	0.02%	366
2017 Q4	$27K	Hold	225	–	–	0.02%	362
2017 Q3	$27K	Buy	225 +25	+13%	+$2.84K	0.02%	354
2017 Q2	$22K	Hold	200	–	–	0.02%	361
2017 Q1	$21K	Sell	200 -100	-33%	-$10.9K	0.02%	371
2016 Q4	$34K	Buy	+300	New	+$33.8K	0.03%	337

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Israel Discount Bank of New York's UPS Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 225 shares — an estimated $25K sold.

Israel Discount Bank of New York first reported a position in UPS in Q4 2016 and held it in 10 quarters. The position peaked at $34K in Q4 2016. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

Israel Discount Bank of New York reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 225 United Parcel Service shares in Q2 2019, an estimated $25K.
Israel Discount Bank of New York first reported a position in United Parcel Service in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's United Parcel Service position peaked at $34K in Q4 2016.
1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.