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West Bancorporation’s United Parcel Service UPS Stock Holding History

West Bancorporation’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
Q4 		– Sell
-1,490
Closed -$203K – 105
2024
Q3 		$203K Sell
1,490
-91
-6% -$11.9K 0.14% 99
2024
Q2 		$216K Hold
1,581
– – 0.16% 87
2024
Q1 		$235K Sell
1,581
-366
-19% -$55.6K 0.15% 81
2023
Q4 		$306K Sell
1,947
-40
-2% -$6.05K 0.2% 67
2023
Q3 		$310K Buy
1,987
+12
+0.6% +$2.07K 0.22% 65
2023
Q2 		$354K Buy
1,975
+302
+18% +$53.6K 0.24% 61
2023
Q1 		$325K Sell
1,673
-70
-4% -$12.8K 0.25% 60
2022
Q4 		$303K Sell
1,743
-154
-8% -$26.7K 0.22% 66
2022
Q3 		$306K Sell
1,897
-33
-2% -$6.25K 0.23% 63
2022
Q2 		$352K Sell
1,930
-135
-7% -$24.6K 0.25% 65
2022
Q1 		$443K Buy
2,065
+1,876
+993% +$399K 0.27% 61
2021
Q4 		$41K Buy
+189
New +$38.4K 0.03% 180
2020
Q3 		$28K Hold
167
– – 0.03% 165
2020
Q2 		$19K Sell
167
-3,942
-96% -$394K 0.02% 191
2020
Q1 		$384K Sell
4,109
-75
-2% -$7.77K 0.53% 33
2019
Q4 		$490K Buy
+4,184
New +$495K 0.49% 33

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Bancorporation's UPS Position: Q4 2024 in Review

West Bancorporation sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,490 shares — an estimated $203K sold.

West Bancorporation first reported a position in UPS in Q4 2019 and held it in 16 quarters. The position peaked at $490K in Q4 2019. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • West Bancorporation reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • West Bancorporation sold 1,490 United Parcel Service shares in Q4 2024, an estimated $203K.
  • West Bancorporation first reported a position in United Parcel Service in Q4 2019 and held it in 16 quarters.
  • West Bancorporation's United Parcel Service position peaked at $490K in Q4 2019.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on West Bancorporation's 13F filing for Q4 2024, filed 23 Jan 2025.