Security National Bank of So Dak’s United Parcel Service UPS Stock Holding History

Security National Bank of So Dak’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
2024 Q3	–	Sell	-1,571	Closed	-$215K	–	104
2024 Q2	$215K	Hold	1,571	–	–	0.13%	94
2024 Q1	$233K	Sell	1,571 -20	-1%	-$3.04K	0.14%	93
2023 Q4	$250K	Sell	1,591 -72	-4%	-$10.9K	0.17%	88
2023 Q3	$259K	Sell	1,663 -100	-6%	-$17.3K	0.19%	86
2023 Q2	$316K	Buy	+1,763	New	+$313K	0.23%	83
2022 Q4	$326K	Buy	1,878 +170	+10%	+$29.4K	0.24%	79
2022 Q3	$276K	Hold	1,708	–	–	0.25%	79
2022 Q2	$312K	Hold	1,708	–	–	0.26%	75
2022 Q1	$366K	Sell	1,708 -40	-2%	-$8.5K	0.25%	73
2021 Q4	$375K	Hold	1,748	–	–	0.25%	75
2021 Q3	$318K	Buy	+1,748	New	+$345K	0.24%	79
2021 Q2	–	Sell	-1,776	Closed	-$302K	–	113
2021 Q1	$302K	Buy	1,776 +165	+10%	+$26.7K	0.25%	74
2020 Q4	$271K	Hold	1,611	–	–	0.24%	73
2020 Q3	$268K	Buy	+1,611	New	+$235K	0.27%	72

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Security National Bank of So Dak's UPS Position: Q3 2024 in Review

Security National Bank of So Dak sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 1,571 shares — an estimated $215K sold.

Security National Bank of So Dak first reported a position in UPS in Q3 2020 and held it in 14 quarters. The position peaked at $375K in Q4 2021. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Security National Bank of So Dak reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Security National Bank of So Dak sold 1,571 United Parcel Service shares in Q3 2024, an estimated $215K.
Security National Bank of So Dak first reported a position in United Parcel Service in Q3 2020 and held it in 14 quarters.
Security National Bank of So Dak's United Parcel Service position peaked at $375K in Q4 2021.
2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Security National Bank of So Dak's 13F filing for Q3 2024, filed 12 Nov 2024.