JAMONY
UPS icon

Jacob Asset Management of New York’s United Parcel Service UPS Stock Holding History

Jacob Asset Management of New York’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
Q3 		$219K Hold
2,400
– – 0.27% 99
2013
Q2 		$208K Buy
+2,400
New +$206K 0.28% 105

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 16.26% 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

Jacob Asset Management of New York's UPS Position: Q3 2013 in Review

Jacob Asset Management of New York held its United Parcel Service (UPS) position steady in Q3 2013 at 2,400 shares worth $219K. The position accounts for 0.27% of the portfolio, ranked #99.

Jacob Asset Management of New York first reported a position in UPS in Q2 2013 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold UPS as of Q3 2013.

  • Jacob Asset Management of New York held 2,400 shares of United Parcel Service worth $219K as of Q3 2013.
  • Jacob Asset Management of New York left its United Parcel Service share count unchanged in Q3 2013.
  • United Parcel Service made up 0.27% of Jacob Asset Management of New York's portfolio in Q3 2013, its #99 holding.
  • Jacob Asset Management of New York first reported a position in United Parcel Service in Q2 2013 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2013.

Based on Jacob Asset Management of New York's 13F filing for Q3 2013, filed 14 Nov 2013.