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Sunflower Bank Wealth Management’s United Parcel Service UPS Stock Holding History

Sunflower Bank Wealth Management’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
2020
Q3 		$1.16M Sell
6,932
-2,195
-24% -$320K 0.39% 35
2020
Q2 		$1.01M Sell
9,127
-50
-0.5% -$4.99K 0.34% 44
2020
Q1 		$857K Sell
9,177
-285
-3% -$29.5K 0.33% 49
2019
Q4 		$1.11M Sell
9,462
-555
-6% -$65.7K 0.34% 45
2019
Q3 		$1.2M Sell
10,017
-655
-6% -$74.9K 0.38% 42
2019
Q2 		$1.1M Sell
10,672
-305
-3% -$31.7K 0.36% 43
2019
Q1 		$1.23M Sell
10,977
-1,153
-10% -$122K 0.37% 38
2018
Q4 		$1.18M Buy
12,130
+228
+2% +$24.7K 0.38% 41
2018
Q3 		$1.39M Sell
11,902
-530
-4% -$62.4K 0.39% 38
2018
Q2 		$1.32M Buy
12,432
+9,032
+266% +$1.01M 0.39% 41
2018
Q1 		$356K Hold
3,400
– – 0.1% 108
2017
Q4 		$405K Hold
3,400
– – 0.11% 97
2017
Q3 		$408K Hold
3,400
– – 0.15% 67
2017
Q2 		$376K Hold
3,400
– – 0.13% 77
2017
Q1 		$365K Hold
3,400
– – 0.12% 71
2016
Q4 		$390K Hold
3,400
– – 0.14% 69
2016
Q3 		$372K Hold
3,400
– – 0.14% 72
2016
Q2 		$366K Hold
3,400
– – 0.13% 71
2016
Q1 		$359K Hold
3,400
– – 0.13% 69
2015
Q4 		$327K Hold
3,400
– – 0.11% 74
2015
Q3 		$336K Sell
3,400
-200
-6% -$19.8K 0.12% 70
2015
Q2 		$349K Hold
3,600
– – 0.12% 75
2015
Q1 		$349K Sell
3,600
-74
-2% -$7.59K 0.11% 81
2014
Q4 		$408K Hold
3,674
– – 0.13% 76
2014
Q3 		$361K Buy
3,674
+50
+1% +$4.97K 0.12% 74
2014
Q2 		$372K Buy
3,624
+605
+20% +$60.8K 0.15% 75
2014
Q1 		$294K Hold
3,019
– – 0.14% 76
2013
Q4 		$317K Hold
3,019
– – 0.16% 70
2013
Q3 		$276K Buy
+3,019
New +$265K 0.15% 73

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sunflower Bank Wealth Management's UPS Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its United Parcel Service (UPS) stake by 24% in Q3 2020, selling an estimated $320K and leaving 6,932 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #35.

Sunflower Bank Wealth Management first reported a position in UPS in Q3 2013 and has held it in 29 quarters since. The position peaked at $1.39M in Q3 2018. 1,788 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Sunflower Bank Wealth Management held 6,932 shares of United Parcel Service worth $1.16M as of Q3 2020.
  • Sunflower Bank Wealth Management sold 2,195 United Parcel Service shares in Q3 2020, an estimated $320K.
  • United Parcel Service made up 0.39% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #35 holding.
  • Sunflower Bank Wealth Management first reported a position in United Parcel Service in Q3 2013 and has held it in 29 quarters since.
  • Sunflower Bank Wealth Management's United Parcel Service position peaked at $1.39M in Q3 2018.
  • 1,788 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.