UBWV
UPS icon

United Bank (West Virginia)’s United Parcel Service UPS Stock Holding History

United Bank (West Virginia)’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
2017
Q3 		$6.23M Buy
51,892
+707
+1% +$80.4K 2.48% 10
2017
Q2 		$5.66M Buy
51,185
+3,342
+7% +$357K 2.38% 10
2017
Q1 		$5.13M Buy
47,843
+2,927
+7% +$320K 2.24% 9
2016
Q4 		$5.15M Buy
44,916
+820
+2% +$92.4K 2.27% 9
2016
Q3 		$4.82M Sell
44,096
-2,836
-6% -$310K 2.21% 10
2016
Q2 		$5.05M Sell
46,932
-1,251
-3% -$130K 2.32% 9
2016
Q1 		$5.08M Sell
48,183
-3,691
-7% -$359K 2.32% 9
2015
Q4 		$4.99M Sell
51,874
-767
-1% -$78.4K 2.39% 12
2015
Q3 		$5.2M Sell
52,641
-4,637
-8% -$458K 2.69% 8
2015
Q2 		$5.55M Sell
57,278
-2,674
-4% -$266K 2.46% 10
2015
Q1 		$5.81M Sell
59,952
-13,249
-18% -$1.36M 2.46% 10
2014
Q4 		$8.14M Buy
73,201
+129
+0.2% +$13.6K 3.02% 8
2014
Q3 		$7.18M Buy
73,072
+2,451
+3% +$244K 2.72% 10
2014
Q2 		$7.25M Buy
70,621
+1,822
+3% +$183K 2.72% 10
2014
Q1 		$6.7M Buy
68,799
+3,888
+6% +$379K 2.63% 10
2013
Q4 		$6.82M Buy
64,911
+533
+0.8% +$52.5K 2.71% 9
2013
Q3 		$5.88M Buy
64,378
+4,840
+8% +$425K 2.52% 12
2013
Q2 		$5.15M Buy
+59,538
New +$5.11M 2.32% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

United Bank (West Virginia)'s UPS Position: Q3 2017 in Review

United Bank (West Virginia) increased its United Parcel Service (UPS) stake by 1.4% in Q3 2017, buying an estimated $80.4K and bringing the position to 51,892 shares worth $6.23M. The position accounts for 2.48% of the portfolio, ranked #10.

United Bank (West Virginia) first reported a position in UPS in Q2 2013 and has held it in 18 quarters since. The position peaked at $8.14M in Q4 2014. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • United Bank (West Virginia) held 51,892 shares of United Parcel Service worth $6.23M as of Q3 2017.
  • United Bank (West Virginia) bought 707 United Parcel Service shares in Q3 2017, an estimated $80.4K.
  • United Parcel Service made up 2.48% of United Bank (West Virginia)'s portfolio in Q3 2017, its #10 holding.
  • United Bank (West Virginia) first reported a position in United Parcel Service in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s United Parcel Service position peaked at $8.14M in Q4 2014.
  • 1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.