SCIA
UPS icon

Sanibel Captiva Investment Advisers’s United Parcel Service UPS Stock Holding History

Sanibel Captiva Investment Advisers’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 		$503K Hold
4,786
– – 0.31% 74
2013
Q3 		$437K Buy
+4,786
New +$421K 0.34% 69

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 $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 16.07% 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

Sanibel Captiva Investment Advisers's UPS Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers held its United Parcel Service (UPS) position steady in Q4 2013 at 4,786 shares worth $503K. The position accounts for 0.31% of the portfolio, ranked #74.

Sanibel Captiva Investment Advisers first reported a position in UPS in Q3 2013 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold UPS as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 4,786 shares of United Parcel Service worth $503K as of Q4 2013.
  • Sanibel Captiva Investment Advisers left its United Parcel Service share count unchanged in Q4 2013.
  • United Parcel Service made up 0.31% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #74 holding.
  • Sanibel Captiva Investment Advisers first reported a position in United Parcel Service in Q3 2013 and has held it in 2 quarters since.
  • 1,050 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.