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Madison Scottsdale’s United Parcel Service UPS Stock Holding History

Madison Scottsdale’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 		– Sell
-3,100
Closed -$283K – 53
2013
Q3 		$283K Hold
3,100
– – 0.27% 15
2013
Q2 		$268K Buy
+3,100
New +$266K 0.27% 25

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

Madison Scottsdale's UPS Position: Q4 2013 in Review

Madison Scottsdale sold out of United Parcel Service (UPS) in Q4 2013, closing a stake of 3,100 shares — an estimated $283K sold.

Madison Scottsdale first reported a position in UPS in Q2 2013 and held it in 2 quarters. The position peaked at $283K in Q3 2013. 1,050 funds tracked by Wall St. Rank hold UPS as of Q4 2013.

  • Madison Scottsdale reported no remaining United Parcel Service position as of Q4 2013 after selling out during the quarter.
  • Madison Scottsdale sold 3,100 United Parcel Service shares in Q4 2013, an estimated $283K.
  • Madison Scottsdale first reported a position in United Parcel Service in Q2 2013 and held it in 2 quarters.
  • Madison Scottsdale's United Parcel Service position peaked at $283K in Q3 2013.
  • 1,050 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.