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Stifel Nicolaus & Co’s United Parcel Service UPS Stock Holding History

Stifel Nicolaus & Co’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 		$3.62M Buy
39,664
+2,769
+8% +$243K 0.06% 309
2013
Q2 		$3.19M Buy
+36,895
New +$3.16M 0.06% 308

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

Stifel Nicolaus & Co's UPS Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its United Parcel Service (UPS) stake by 7.5% in Q3 2013, buying an estimated $243K and bringing the position to 39,664 shares worth $3.62M. The position accounts for 0.06% of the portfolio, ranked #309.

Stifel Nicolaus & Co 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.

  • Stifel Nicolaus & Co held 39,664 shares of United Parcel Service worth $3.62M as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,769 United Parcel Service shares in Q3 2013, an estimated $243K.
  • United Parcel Service made up 0.06% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #309 holding.
  • Stifel Nicolaus & Co 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 Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.