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Endex Capital Management’s United Parcel Service UPS Stock Holding History

Endex Capital 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
2013
Q4 		$718K Hold
6,831
– – 0.67% 39
2013
Q3 		$624K Hold
6,831
– – 0.64% 45
2013
Q2 		$591K Buy
+6,831
New +$586K 0.63% 43

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endex Capital Management's UPS Position: Q4 2013 in Review

Endex Capital Management held its United Parcel Service (UPS) position steady in Q4 2013 at 6,831 shares worth $718K. The position accounts for 0.67% of the portfolio, ranked #39.

Endex Capital Management first reported a position in UPS in Q2 2013 and has held it in 3 quarters since. 1,050 funds tracked by Wall St. Rank hold UPS as of Q4 2013.

  • Endex Capital Management held 6,831 shares of United Parcel Service worth $718K as of Q4 2013.
  • Endex Capital Management left its United Parcel Service share count unchanged in Q4 2013.
  • United Parcel Service made up 0.67% of Endex Capital Management's portfolio in Q4 2013, its #39 holding.
  • Endex Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 3 quarters since.
  • 1,050 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.