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Sandy Spring Bank’s United Parcel Service UPS Stock Holding History

Sandy Spring 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
2025
Q1 		$631K Sell
5,736
-4,774
-45% -$571K 0.03% 260
2024
Q4 		$1.33M Sell
10,510
-239
-2% -$31.5K 0.05% 203
2024
Q3 		$1.47M Sell
10,749
-643
-6% -$84.4K 0.06% 193
2024
Q2 		$1.56M Sell
11,392
-383
-3% -$54.8K 0.07% 184
2024
Q1 		$1.75M Sell
11,775
-580
-5% -$88.2K 0.08% 173
2023
Q4 		$1.94M Sell
12,355
-84
-0.7% -$12.7K 0.1% 160
2023
Q3 		$1.94M Buy
12,439
+1,868
+18% +$322K 0.11% 157
2023
Q2 		$1.89M Buy
10,571
+284
+3% +$50.4K 0.1% 158
2023
Q1 		$2M Sell
10,287
-83
-0.8% -$15.2K 0.11% 154
2022
Q4 		$1.8M Sell
10,370
-165
-2% -$28.6K 0.11% 159
2022
Q3 		$1.7M Sell
10,535
-45
-0.4% -$8.52K 0.11% 159
2022
Q2 		$1.93M Buy
10,580
+130
+1% +$23.7K 0.12% 154
2022
Q1 		$2.24M Sell
10,450
-6
-0.1% -$1.27K 0.11% 154
2021
Q4 		$2.24M Sell
10,456
-512
-5% -$104K 0.11% 160
2021
Q3 		$2M Sell
10,968
-202
-2% -$39.9K 0.11% 162
2021
Q2 		$2.32M Sell
11,170
-422
-4% -$84.4K 0.12% 157
2021
Q1 		$1.97M Sell
11,592
-280
-2% -$45.3K 0.11% 161
2020
Q4 		$2M Buy
11,872
+484
+4% +$81.7K 0.12% 156
2020
Q3 		$1.9M Buy
11,388
+273
+2% +$39.7K 0.13% 148
2020
Q2 		$1.24M Sell
11,115
-51
-0.5% -$5.09K 0.09% 169
2020
Q1 		$1.04M Sell
11,166
-1,557
-12% -$161K 0.09% 170
2019
Q4 		$1.49M Sell
12,723
-59
-0.5% -$6.98K 0.11% 172
2019
Q3 		$1.53M Sell
12,782
-115
-0.9% -$13.1K 0.12% 163
2019
Q2 		$1.33M Sell
12,897
-305
-2% -$31.7K 0.11% 171
2019
Q1 		$1.48M Sell
13,202
-313
-2% -$33.2K 0.13% 159
2018
Q4 		$1.32M Sell
13,515
-5,032
-27% -$546K 0.13% 155
2018
Q3 		$2.17M Sell
18,547
-615
-3% -$72.4K 0.18% 145
2018
Q2 		$2.04M Sell
19,162
-1,573
-8% -$177K 0.18% 145
2018
Q1 		$2.17M Buy
20,735
+545
+3% +$63K 0.19% 135
2017
Q4 		$2.41M Sell
20,190
-1,156
-5% -$136K 0.22% 122
2017
Q3 		$2.56M Sell
21,346
-936
-4% -$106K 0.25% 110
2017
Q2 		$2.46M Buy
22,282
+50
+0.2% +$5.34K 0.24% 115
2017
Q1 		$2.39M Sell
22,232
-1,276
-5% -$139K 0.24% 114
2016
Q4 		$2.69M Sell
23,508
-4
-0% -$451 0.28% 91
2016
Q3 		$2.57M Buy
23,512
+6,622
+39% +$723K 0.28% 96
2016
Q2 		$1.82M Sell
16,890
-465
-3% -$48.4K 0.21% 129
2016
Q1 		$1.83M Sell
17,355
-1,328
-7% -$129K 0.21% 124
2015
Q4 		$1.8M Sell
18,683
-1,345
-7% -$137K 0.21% 120
2015
Q3 		$1.98M Sell
20,028
-221
-1% -$21.8K 0.24% 109
2015
Q2 		$1.96M Buy
20,249
+433
+2% +$43K 0.22% 116
2015
Q1 		$1.92M Sell
19,816
-467
-2% -$47.9K 0.22% 121
2014
Q4 		$2.25M Sell
20,283
-232
-1% -$24.5K 0.27% 106
2014
Q3 		$2.02M Sell
20,515
-195
-0.9% -$19.4K 0.25% 112
2014
Q2 		$2.13M Sell
20,710
-345
-2% -$34.6K 0.27% 107
2014
Q1 		$2.05M Sell
21,055
-164
-0.8% -$16K 0.32% 98
2013
Q4 		$2.23M Sell
21,219
-680
-3% -$67K 0.31% 96
2013
Q3 		$2M Sell
21,899
-340
-2% -$29.9K 0.3% 99
2013
Q2 		$1.92M Buy
+22,239
New +$1.91M 0.3% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's UPS Position: Q1 2025 in Review

Sandy Spring Bank reduced its United Parcel Service (UPS) stake by 45% in Q1 2025, selling an estimated $571K and leaving 5,736 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #260.

Sandy Spring Bank first reported a position in UPS in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.69M in Q4 2016. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Sandy Spring Bank held 5,736 shares of United Parcel Service worth $631K as of Q1 2025.
  • Sandy Spring Bank sold 4,774 United Parcel Service shares in Q1 2025, an estimated $571K.
  • United Parcel Service made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #260 holding.
  • Sandy Spring Bank first reported a position in United Parcel Service in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's United Parcel Service position peaked at $2.69M in Q4 2016.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.