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Landmark Bank’s United Parcel Service UPS Stock Holding History

Landmark 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
2019
Q4 		$385K Sell
3,292
-46
-1% -$5.45K 0.09% 57
2019
Q3 		$399K Sell
3,338
-74
-2% -$8.46K 0.26% 53
2019
Q2 		$352K Sell
3,412
-61
-2% -$6.34K 0.23% 65
2019
Q1 		$388K Sell
3,473
-118
-3% -$12.5K 0.27% 55
2018
Q4 		$350K Buy
3,591
+234
+7% +$25.4K 0.26% 62
2018
Q3 		$392K Sell
3,357
-208
-6% -$24.5K 0.24% 56
2018
Q2 		$379K Buy
+3,565
New +$400K 0.25% 56

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Landmark Bank's UPS Position: Q4 2019 in Review

Landmark Bank reduced its United Parcel Service (UPS) stake by 1.4% in Q4 2019, selling an estimated $5.45K and leaving 3,292 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #57.

Landmark Bank first reported a position in UPS in Q2 2018 and has held it in 7 quarters since. The position peaked at $399K in Q3 2019. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

  • Landmark Bank held 3,292 shares of United Parcel Service worth $385K as of Q4 2019.
  • Landmark Bank sold 46 United Parcel Service shares in Q4 2019, an estimated $5.45K.
  • United Parcel Service made up 0.09% of Landmark Bank's portfolio in Q4 2019, its #57 holding.
  • Landmark Bank first reported a position in United Parcel Service in Q2 2018 and has held it in 7 quarters since.
  • Landmark Bank's United Parcel Service position peaked at $399K in Q3 2019.
  • 1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.