MFBTD
UPS icon

MB Financial Bank - Trust Department’s United Parcel Service UPS Stock Holding History

MB Financial Bank - Trust Department’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
Q1 		$193K Sell
1,730
-2,800
-62% -$297K 0.02% 113
2018
Q4 		$442K Sell
4,530
-129
-3% -$14K 0.05% 92
2018
Q3 		$544K Sell
4,659
-86
-2% -$10.1K 0.06% 96
2018
Q2 		$504K Sell
4,745
-27
-0.6% -$3.03K 0.06% 98
2018
Q1 		$500K Hold
4,772
– – 0.06% 95
2017
Q4 		$569K Buy
4,772
+159
+3% +$18.7K 0.06% 92
2017
Q3 		$554K Hold
4,613
– – 0.06% 88
2017
Q2 		$510K Hold
4,613
– – 0.06% 97
2017
Q1 		$495K Buy
4,613
+27
+0.6% +$2.95K 0.06% 97
2016
Q4 		$526K Hold
4,586
– – 0.06% 92
2016
Q3 		$502K Hold
4,586
– – 0.05% 91
2016
Q2 		$494K Buy
4,586
+2,471
+117% +$257K 0.05% 93
2016
Q1 		$223K Sell
2,115
-15
-0.7% -$1.46K 0.03% 122
2015
Q4 		$205K Hold
2,130
– – 0.02% 138
2015
Q3 		$210K Hold
2,130
– – 0.03% 145
2015
Q2 		$206K Buy
2,130
+15
+0.7% +$1.49K 0.03% 147
2015
Q1 		$205K Hold
2,115
– – 0.03% 165
2014
Q4 		$235K Sell
2,115
-4,674
-69% -$493K 0.03% 170
2014
Q3 		$684K Buy
6,789
+2,819
+71% +$280K 0.04% 144
2014
Q2 		$407K Buy
3,970
+1,151
+41% +$116K 0.05% 142
2014
Q1 		$275K Sell
2,819
-45
-2% -$4.39K 0.04% 146
2013
Q4 		$301K Buy
2,864
+45
+2% +$4.43K 0.04% 137
2013
Q3 		$258K Sell
2,819
-579
-17% -$50.9K 0.04% 144
2013
Q2 		$294K Buy
+3,398
New +$291K 0.05% 138

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MB Financial Bank - Trust Department's UPS Position: Q1 2019 in Review

MB Financial Bank - Trust Department reduced its United Parcel Service (UPS) stake by 62% in Q1 2019, selling an estimated $297K and leaving 1,730 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #113.

MB Financial Bank - Trust Department first reported a position in UPS in Q2 2013 and has held it in 24 quarters since. The position peaked at $684K in Q3 2014. 1,507 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • MB Financial Bank - Trust Department held 1,730 shares of United Parcel Service worth $193K as of Q1 2019.
  • MB Financial Bank - Trust Department sold 2,800 United Parcel Service shares in Q1 2019, an estimated $297K.
  • United Parcel Service made up 0.02% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #113 holding.
  • MB Financial Bank - Trust Department first reported a position in United Parcel Service in Q2 2013 and has held it in 24 quarters since.
  • MB Financial Bank - Trust Department's United Parcel Service position peaked at $684K in Q3 2014.
  • 1,507 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.