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United Parcel Service Inc (UPS)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-06 Country: United StatesIndustry: Transport-Services

Transactions: Currently showing holdings/transactions Filed between 2009-08-08 and 2009-11-06
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-06

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

55 Glenlake Parkway Ne,Atlanta, Ga 30328,,United States
Phone: 404-828-6000 Fax: 404-828-7666 Website: HTTP://WWW.UPS.COM

ISIN International Securities Identification Number

Unknown

CUSIP Committee on Uniform Securities Identification Procedures

911312106

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
upsups ups:us New York Stock Exchange xnys nyseNew YorkUnited States WWW.NYSE.COM

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Owners Summary

Owners: 870Owners Buying: 365Buying Pct.: 41.95 %Owners Netrual: 94Neutral Pct.: 10.80 %Owners Selling: 396Selling Pct.: 45.51 %
Score: 2.93Brand New: 139Increase Existing: 226No Change: 94Sold Some: 277Dumped All: 119No Comparison: 15

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-062009-09-30 13F-HRAm Sustainable Asset Management LtdInstitution 3,400Sold Some-7,140-67.74 %$186,524$186,524$00.00 % $0News Article History of Am Sustainable Asset Management Ltd Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRAvalon Advisors L PInstitution 212,464Sold Some-5,677-2.60 %$11,655,775$11,655,775$00.00 % $0News Article History of Avalon Advisors L P Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HR/ABaird Robert W And Co IncInstitution 93,483Added More8,4869.98 %$5,128,477$5,128,477$00.00 % $0News Article History of Baird Robert W And Co Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRBirch Hill Investment Advisors LlcInstitution 106,786Added More8300.78 %$5,858,280$5,858,280$00.00 % $0News Article History of Birch Hill Investment Advisors Llc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRBlair William And CoInstitution 1,538,525Added More355,48830.04 %$84,403,482$84,403,482$00.00 % $0News Article History of Blair William And Co Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRCapital Management Corp VaInstitution Sold All-21,650-100 %0.00 % $0News Article History of Capital Management Corp Va Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRChulhoff And Co IncInstitution 7,450No Change00 %$408,707$408,707$00.00 % $0News Article History of Chulhoff And Co Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRChwab Charles Investment Management IncInstitution 1,810,676Added More335,89222.77 %$99,333,685$99,333,685$00.00 % $0News Article History of Chwab Charles Investment Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRCobblestone Capital Advisors LlcInstitution 16,591Added More7,54583.40 %$910,182$910,182$00.00 % $0News Article History of Cobblestone Capital Advisors Llc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRCredit Suisse First BostonInstitution 2,028,259Sold Some-155,656-7.12 %$111,270,289$111,270,289$00.00 % $0News Article History of Credit Suisse First Boston Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRDeere And CoInstitution 48,502Added More11,21430.07 %$2,660,820$2,660,820$00.00 % $0News Article History of Deere And Co Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRDunvegan Associates IncInstitution 16,335Sold Some-15-0.09 %$896,138$896,138$00.00 % $0News Article History of Dunvegan Associates Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRFinancial Partners Capital Management IncInstitution 32,725Added More8322.60 %$1,795,294$1,795,294$00.00 % $0News Article History of Financial Partners Capital Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRHartford Investment Management CoInstitution 284,208Sold Some-10,930-3.70 %$15,591,651$15,591,651$00.00 % $0News Article History of Hartford Investment Management Co Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRHawkins Capital L PInstitution 252,000Sold Some-50,000-16.55 %$13,824,720$13,824,720$00.00 % $0News Article History of Hawkins Capital L P Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRHokanson Capital Management IncInstitution 19,680Sold Some-437-2.17 %$1,079,645$1,079,645$00.00 % $0News Article History of Hokanson Capital Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRHunter Associates IncInstitution 80,966No Change00 %$4,441,795$4,441,795$00.00 % $0News Article History of Hunter Associates Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRLaurion Capital Management LpInstitution 28,211Sold Some-3,089-9.86 %$1,547,655$1,547,655$00.00 % $0News Article History of Laurion Capital Management Lp Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRMarkel CorpInstitution 69,520No Change00 %$3,813,867$3,813,867$00.00 % $0News Article History of Markel Corp Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRMarquette Asset Management IncInstitution 42,631Added More6,81319.02 %$2,338,737$2,338,737$00.00 % $0News Article History of Marquette Asset Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRMetlife Securities IncInstitution 862Sold Some-339-28.22 %$47,289$47,289$00.00 % $0News Article History of Metlife Securities Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 802,734Sold Some-29,246-3.51 %$44,037,987$44,037,987$00.00 % $0News Article History of Metropolitan Life Insurance Co Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRNbt Bank N AInstitution 2,045Added More1859.94 %$112,189$112,189$00.00 % $0News Article History of Nbt Bank N A Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRPioneer Investment Management IncInstitution 148,302Added More13,95810.38 %$8,135,848$8,135,848$00.00 % $0News Article History of Pioneer Investment Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRPnc Financial Services Group IncInstitution 992,488Sold Some-334,526-25.20 %$54,447,892$54,447,892$00.00 % $0News Article History of Pnc Financial Services Group Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRTcw Group IncInstitution 17,435Added More4,90039.09 %$956,484$956,484$00.00 % $0News Article History of Tcw Group Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 466,295Sold Some-4,112-0.87 %$25,580,944$25,580,944$00.00 % $0News Article History of Teachers Advisors Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 5,470,050Sold Some-20,826-0.37 %$300,086,943$300,086,943$00.00 % $0News Article History of Tiaa Cref Investment Management Llc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRUnionbancal CorpInstitution 333,120Sold Some-125,351-27.34 %$18,274,963$18,274,963$00.00 % $0News Article History of Unionbancal Corp Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRWestport Resources Management IncInstitution 3,781Sold Some-40-1.04 %$207,426$207,426$00.00 % $0News Article History of Westport Resources Management Inc Ownership Of United Parcel Service Inc
2009-11-062009-09-30 13F-HRYnovus Financial CorpInstitution 85,299Sold Some-3,868-4.33 %$4,679,503$4,679,503$00.00 % $0News Article History of Ynovus Financial Corp Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-All Cap Core FundMulti-Cap Core 66,100New Holding66,100100 %$3,626,246$3,626,246$00.00 % $0News Article History of John Hancock Funds Ii-All Cap Core Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Alpha Opportunities FundNo Data 77,459New Holding77,459100 %$4,249,401$4,249,401$00.00 % $0News Article History of John Hancock Funds Ii-Alpha Opportunities Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Fundamental Value FundLarge-Cap Core 132,041New Holding132,041100 %$7,243,769$7,243,769$00.00 % $0News Article History of John Hancock Funds Ii-Fundamental Value Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Income FundNo Data 142,300New Holding142,300100 %$7,806,578$7,806,578$00.00 % $0News Article History of John Hancock Funds Ii-Income Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Index 500 FundS&P 500 Index 202,562New Holding202,562100 %$11,112,551$11,112,551$00.00 % $0News Article History of John Hancock Funds Ii-Index 500 Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Spectrum Income FundEquity Income 27,200New Holding27,200100 %$1,492,192$1,492,192$00.00 % $0News Article History of John Hancock Funds Ii-Spectrum Income Fund Ownership Of United Parcel Service Inc
2009-11-062009-08-31 N-CSRJohn Hancock Funds Ii-Value FundMulti-Cap Core 33,500New Holding33,500100 %$1,837,810$1,837,810$00.00 % $0News Article History of John Hancock Funds Ii-Value Fund Ownership Of United Parcel Service Inc
2009-11-062009-03-31 13F-HRYhb Investment Advisors IncNo Data 26,843Sold Some-1,204-4.29 %$1,472,607$1,472,607$00.00 % $0News Article History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc
2009-11-062008-12-31 13F-HRYhb Investment Advisors IncNo Data 28,047No Compare$1,538,658$1,538,658$00.00 % News Article History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRAster Investment Management Co IncInstitution 7,015Sold Some-500-6.65 %$382,037$384,843$2,8060.73 % $-200News Article History of Aster Investment Management Co Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRBack Bay Financial Group IncInstitution 10,641No Change00 %$579,509$583,765$4,2560.73 % $0News Article History of Back Bay Financial Group Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRBank Of HawaiiInstitution 1,400No Change00 %$76,244$76,804$5600.73 % $0News Article History of Bank Of Hawaii Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRCampbell And Co Investment Adviser LlcInstitution Sold All-4,936-100 %0.73 % $-1,974News Article History of Campbell And Co Investment Adviser Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRFiduciary Services CorpInstitution 9,135New Holding9,135100 %$497,492$501,146$3,6540.73 % $3,654News Article History of Fiduciary Services Corp Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRFixed Income Securities LpInstitution 10,179Sold Some-400-3.78 %$554,348$558,420$4,0720.73 % $-160News Article History of Fixed Income Securities Lp Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRGuardian Investor Services LlcInstitution 27,365Sold Some-564-2.01 %$1,490,298$1,501,244$10,9460.73 % $-226News Article History of Guardian Investor Services Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRHarbour Investment Management LlcInstitution 33,355Sold Some-750-2.19 %$1,816,513$1,829,855$13,3420.73 % $-300News Article History of Harbour Investment Management Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRHigh Point Bank And Trust CoInstitution 4,650No Change00 %$253,239$255,099$1,8600.73 % $0News Article History of High Point Bank And Trust Co Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HR/AHuntington National BankInstitution 75,723Sold Some-2,658-3.39 %$4,123,875$4,154,164$30,2890.73 % $-1,063News Article History of Huntington National Bank Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRKornitzer Capital Management IncInstitution 57,200Sold Some-1,965-3.32 %$3,115,112$3,137,992$22,8800.73 % $-786News Article History of Kornitzer Capital Management Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRLaird Norton Tyee Trust CoInstitution 4,264Sold Some-1,590-27.16 %$232,217$233,923$1,7060.73 % $-636News Article History of Laird Norton Tyee Trust Co Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRMidwest Investment Management LlcInstitution 39,435Sold Some-125-0.31 %$2,147,630$2,163,404$15,7740.73 % $-50News Article History of Midwest Investment Management Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRMitsubishi Ufj Asset Management Co LtdNo Data 217,200Added More2,5001.16 %$11,828,712$11,915,592$86,8800.73 % $1,000News Article History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRNisa Investment Advisors L L CInstitution 302,838Sold Some-39,987-11.66 %$16,492,557$16,613,693$121,1350.73 % $-15,995News Article History of Nisa Investment Advisors L L C Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRParametric Portfolio AssociateInstitution 781,393Added More24,7503.27 %$42,554,663$42,867,220$312,5570.73 % $9,900News Article History of Parametric Portfolio Associate Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRProfund Advisors LlcInstitution 41,700Added More7,07320.42 %$2,270,982$2,287,662$16,6800.73 % $2,829News Article History of Profund Advisors Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution 172,982Sold Some-103,385-37.40 %$9,420,600$9,489,793$69,1930.73 % $-41,354News Article History of Proshare Advisors Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRPunch And Associates Investment Management IncInstitution 15,524Sold Some-1,802-10.40 %$845,437$851,647$6,2100.73 % $-721News Article History of Punch And Associates Investment Management Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRRafferty Asset Management LlcInstitution 15,445No Change00 %$841,135$847,313$6,1780.73 % $0News Article History of Rafferty Asset Management Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRRnc Capital Management LlcInstitution 240,100Added More6,8702.94 %$13,075,846$13,171,886$96,0400.73 % $2,748News Article History of Rnc Capital Management Llc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRTal Global Asset Management IncInstitution 181,183Sold Some-20,291-10.07 %$9,867,226$9,939,699$72,4730.73 % $-8,116News Article History of Tal Global Asset Management Inc Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRTeacher Retirement System Of TexaInstitution 1,483,802Added More29,2062.00 %$80,807,857$81,401,378$593,5210.73 % $11,682News Article History of Teacher Retirement System Of Texa Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRTratton Management CoInstitution 161,910Sold Some-2,350-1.43 %$8,817,619$8,882,383$64,7640.73 % $-940News Article History of Tratton Management Co Ownership Of United Parcel Service Inc
2009-11-052009-09-30 13F-HRYhb Investment Advisors IncNo Data 9,033Sold Some-1,435-13.70 %$491,937$495,550$3,6130.73 % $-574News Article History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc
2009-11-052009-08-31 N-CSRClaymore Exchange Traded Fund Trust-Zacks Sector RotationSpecialty & Misc Sold All-7,587-100 %0.73 % $-3,035News Article History of Claymore Exchange Traded Fund Trust-Zacks Sector Rotation Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HR1st Source BankInstitution 3,995Sold Some-100-2.44 %$213,733$219,166$5,4332.54 % $-136News Article History of 1st Source Bank Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRAtlas BrownincInstitution 5,433New Holding5,433100 %$290,666$298,054$7,3892.54 % $7,389News Article History of Atlas Browninc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRBabson Capital Management LlcInstitution 50,500Sold Some-42,600-45.75 %$2,701,750$2,770,430$68,6802.54 % $-57,936News Article History of Babson Capital Management Llc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HR/ABoys Arnold And Co IncInstitution 5,942New Holding5,942100 %$317,897$325,978$8,0812.54 % $8,081News Article History of Boys Arnold And Co Inc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRCapital One National AssociationInstitution 6,666Added More270.40 %$356,631$365,697$9,0662.54 % $37News Article History of Capital One National Association Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRCurian Capital LlcInstitution 45,582Added More21,12486.36 %$2,438,637$2,500,629$61,9922.54 % $28,729News Article History of Curian Capital Llc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HREmerson Investment Management IncInstitution 21,606Sold Some-300-1.36 %$1,155,921$1,185,305$29,3842.54 % $-408News Article History of Emerson Investment Management Inc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRFirst Community Bank Trust And Financial Services DivisonInstitution 2,852Sold Some-250-8.05 %$152,582$156,461$3,8792.54 % $-340News Article History of First Community Bank Trust And Financial Services Divison Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRFishman Jay A Ltd MiInstitution 9,082No Compare$485,887$498,239$12,3522.54 % News Article History of Fishman Jay A Ltd Mi Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRFrontier Capital Management Co IncInstitution 74,109Added More3,5445.02 %$3,964,832$4,065,620$100,7882.54 % $4,820News Article History of Frontier Capital Management Co Inc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRGeewax Plus Partners LlcInstitution Sold All-2,700-100 %2.54 % $-3,672News Article History of Geewax Plus Partners Llc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRGw Capital Management InccoInstitution 287,952Sold Some-833-0.28 %$15,405,432$15,797,047$391,6152.54 % $-1,133News Article History of Gw Capital Management Incco Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRHaverford Trust CoInstitution 55,582Added More2,9675.63 %$2,973,637$3,049,229$75,5922.54 % $4,035News Article History of Haverford Trust Co Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRHighmount Capital LlcNo Data 3,760New Holding3,760100 %$201,160$206,274$5,1142.54 % $5,114News Article History of Highmount Capital Llc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRJdn Capital Management LpInstitution Sold All-19,400-100 %2.54 % $-26,384News Article History of Jdn Capital Management Lp Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRLehrer Management Co IncInstitution 10,559New Holding10,559100 %$564,907$579,267$14,3602.54 % $14,360News Article History of Lehrer Management Co Inc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRLoring Wolcott And Coolidge Fiduciary AdvisorInstitution 196,002Sold Some-32,141-14.08 %$10,486,107$10,752,670$266,5632.54 % $-43,712News Article History of Loring Wolcott And Coolidge Fiduciary Advisor Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRMcdonald Capital Investors IncInstitution 274,429Sold Some-12,325-4.29 %$14,681,952$15,055,175$373,2232.54 % $-16,762News Article History of Mcdonald Capital Investors Inc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRMeyer Handelman CoInstitution 38,300Sold Some-900-2.29 %$2,049,050$2,101,138$52,0882.54 % $-1,224News Article History of Meyer Handelman Co Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRMitsubishi Ufj Trust Banking CorpNo Data 617,988Added More24,3334.09 %$33,062,358$33,902,822$840,4642.54 % $33,093News Article History of Mitsubishi Ufj Trust Banking Corp Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRWeitz Wallace R And CoInstitution 550,000No Change00 %$29,425,000$30,173,000$748,0002.54 % $0News Article History of Weitz Wallace R And Co Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRWeybosset Research And Management LlcInstitution 4,550No Change00 %$243,425$249,613$6,1882.54 % $0News Article History of Weybosset Research And Management Llc Ownership Of United Parcel Service Inc
2009-11-042009-09-30 13F-HRYmphony Asset Management LlcInstitution 24,705Sold Some-7,950-24.34 %$1,321,718$1,355,316$33,5992.54 % $-10,812News Article History of Ymphony Asset Management Llc Ownership Of United Parcel Service Inc
2009-11-042009-08-31 N-CSRGa Funds-Ssga Core Edge Equity FundNo Data 691New Holding691100 %$36,969$37,908$9402.54 % $940News Article History of Ga Funds-Ssga Core Edge Equity Fund Ownership Of United Parcel Service Inc
2009-11-042009-08-31 N-CSRGa Funds-Ssga Disciplined Equity FundSpecialty & Misc 5,429New Holding5,429100 %$290,452$297,835$7,3832.54 % $7,383News Article History of Ga Funds-Ssga Disciplined Equity Fund Ownership Of United Parcel Service Inc
2009-11-042009-08-31 N-CSRGa Funds-Ssga Iam Shares FundSpecialty & Misc 15,714No Change00 %$840,699$862,070$21,3712.54 % $0News Article History of Ga Funds-Ssga Iam Shares Fund Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRApg All Pensions GroupInstitution 3,012,931No Change00 %$163,300,860$165,289,395$1,988,5341.21 % $0News Article History of Apg All Pensions Group Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HR/ACohen Klingenstein LlcNo Data 43,675No Change00 %$2,367,185$2,396,011$28,8261.21 % $0News Article History of Cohen Klingenstein Llc Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRConning Asset Management CoInstitution 35,121Sold Some-11,741-25.05 %$1,903,558$1,926,738$23,1801.21 % $-7,749News Article History of Conning Asset Management Co Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRDuff And Phelps Investment Management CoInstitution 18,130Added More4302.42 %$982,646$994,612$11,9661.21 % $284News Article History of Duff And Phelps Investment Management Co Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRIxis Asset Management Advisors L PInstitution 29,854Added More2,0717.45 %$1,618,087$1,637,790$19,7041.21 % $1,367News Article History of Ixis Asset Management Advisors L P Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRKanaly Trust CoInstitution 4,126New Holding4,126100 %$223,629$226,352$2,7231.21 % $2,723News Article History of Kanaly Trust Co Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRKing Luther Capital Management CorpInstitution 108,878Sold Some-5,530-4.83 %$5,901,188$5,973,047$71,8591.21 % $-3,650News Article History of King Luther Capital Management Corp Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRKylands Capital LlcInstitution 950Sold Some-100-9.52 %$51,490$52,117$6271.21 % $-66News Article History of Kylands Capital Llc Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRLee Danner And Bass IncInstitution 69,720Sold Some-350-0.49 %$3,778,824$3,824,839$46,0151.21 % $-231News Article History of Lee Danner And Bass Inc Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRLoyalis Financial Services NvInstitution 10,418No Change00 %$564,656$571,531$6,8761.21 % $0News Article History of Loyalis Financial Services Nv Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRM And T Bank CorpInstitution 211,365Sold Some-4,237-1.96 %$11,455,983$11,595,484$139,5011.21 % $-2,796News Article History of M And T Bank Corp Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRMid Continent Capital LlcInstitution 4,825New Holding4,825100 %$261,515$264,700$3,1851.21 % $3,185News Article History of Mid Continent Capital Llc Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRPapp L Roy And AssociateInstitution 48,866Added More6,65115.75 %$2,648,537$2,680,789$32,2521.21 % $4,390News Article History of Papp L Roy And Associate Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRPeg Capital Management Inc NhInstitution 68,715New Holding68,715100 %$3,724,353$3,769,705$45,3521.21 % $45,352News Article History of Peg Capital Management Inc Nh Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRPrivate Trust Co NaInstitution Sold All-4,514-100 %1.21 % $-2,979News Article History of Private Trust Co Na Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRPrudential Financial IncInstitution 2,094,185Sold Some-143,645-6.41 %$113,504,827$114,886,989$1,382,1621.21 % $-94,806News Article History of Prudential Financial Inc Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRQwest Asset Management CoInstitution 15,244No Change00 %$826,225$836,286$10,0611.21 % $0News Article History of Qwest Asset Management Co Ownership Of United Parcel Service Inc
2009-11-032009-09-30 13F-HRTurner Investment Partners IncInstitution 250New Holding250100 %$13,550$13,715$1651.21 % $165News Article History of Turner Investment Partners Inc Ownership Of United Parcel Service Inc
2009-11-032009-08-31 N-CSRCalifornia Investment Trust-S And P 500 Index FundS&P 500 Index 8,249Sold Some-595-6.72 %$447,096$452,540$5,4441.21 % $-393News Article History of California Investment Trust-S And P 500 Index Fund Ownership Of United Parcel Service Inc
2009-11-032009-06-30 13F-HR/ACohen Klingenstein LlcNo Data 43,675No Change00 %$2,367,185$2,396,011$28,8261.21 % $0News Article History of Cohen Klingenstein Llc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRBbva Usa Bancshares IncInstitution 10,111Sold Some-833-7.61 %$546,095$554,689$8,5941.57 % $-708News Article History of Bbva Usa Bancshares Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRBryn Mawr Trust CoInstitution 50No Change00 %$2,701$2,743$431.57 % $0News Article History of Bryn Mawr Trust Co Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRCitizens Bank Wealth Management NaInstitution 2,287Sold Some-22-0.95 %$123,521$125,465$1,9441.57 % $-19News Article History of Citizens Bank Wealth Management Na Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRDowling And Yahnke IncInstitution 34,364Sold Some-462-1.32 %$1,856,000$1,885,209$29,2091.57 % $-393News Article History of Dowling And Yahnke Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HREmerald Advisers IncInstitution 4,646Added More53913.12 %$250,930$254,880$3,9491.57 % $458News Article History of Emerald Advisers Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRFny Managed Accounts LlcInstitution 5,333New Holding5,333100 %$288,035$292,568$4,5331.57 % $4,533News Article History of Fny Managed Accounts Llc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRGhp Investment Advisors IncInstitution 3,944Sold Some-254-6.05 %$213,015$216,368$3,3521.57 % $-216News Article History of Ghp Investment Advisors Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRGolden Capital Management LlcInstitution 65,245Added More7,70013.38 %$3,523,882$3,579,341$55,4581.57 % $6,545News Article History of Golden Capital Management Llc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRLane Douglas C And Associates IncInstitution 15,655Added More6,82477.27 %$845,527$858,833$13,3071.57 % $5,800News Article History of Lane Douglas C And Associates Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRLpl Financial CorpInstitution 6,515New Holding6,515100 %$351,875$357,413$5,5381.57 % $5,538News Article History of Lpl Financial Corp Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRMoody National Bank Trust DivisionInstitution 13,295Sold Some-1,540-10.38 %$718,063$729,364$11,3011.57 % $-1,309News Article History of Moody National Bank Trust Division Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRNcm Capital Advisers IncInstitution 6,149Added More2,84385.99 %$332,107$337,334$5,2271.57 % $2,417News Article History of Ncm Capital Advisers Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRNcm Capital Management Group IncInstitution 155,378Added More18,19713.26 %$8,391,966$8,524,037$132,0711.57 % $15,467News Article History of Ncm Capital Management Group Inc Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HR/APenn Mutual Life Insurance CoInstitution 20,231Added More3451.73 %$1,092,676$1,109,873$17,1961.57 % $293News Article History of Penn Mutual Life Insurance Co Ownership Of United Parcel Service Inc
2009-11-022009-09-30 13F-HRThrivent Financial For LutheranInstitution 57,300Sold Some-65,500-53.33 %$3,094,773$3,143,478$48,7051.57 % $-55,675News Article History of Thrivent Financial For Lutheran Ownership Of United Parcel Service Inc
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Industrials PortfolioSpecialty & Misc 47,500Added More11,00030.13 %$2,565,475$2,605,850$40,3751.57 % $9,350News Article History of Fidelity Select Portfolios-Industrials Portfolio Ownership Of United Parcel Service Inc
2009-11-022009-08-31 N-CSRSFidelity Select Portfolios-Transportation PortfolioSpecialty & Misc 96,100Sold Some-262,900-73.23 %$5,190,361$5,272,046$81,6851.57 % $-223,465News Article History of Fidelity Select Portfolios-Transportation Portfolio Ownership Of United Parcel Service Inc
2009-11-022009-06-30 13F-HR/AYale Capital CorpInstitution 80,191No Change00 %$4,331,116$4,399,278$68,1621.57 % $0News Article History of Yale Capital Corp Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRClinton Group IncInstitution 14,549New Holding14,549100 %$780,990$798,158$17,1682.19 % $17,168News Article History of Clinton Group Inc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRDavidson Trust CoInstitution 5,700New Holding5,700100 %$305,976$312,702$6,7262.19 % $6,726News Article History of Davidson Trust Co Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HREdgemoor Capital Management IncInstitution 121,040Added More4390.36 %$6,497,427$6,640,254$142,8272.19 % $518News Article History of Edgemoor Capital Management Inc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRFiduciary Management Associates LlcInstitution 131,075Added More11,0259.18 %$7,036,106$7,190,775$154,6692.19 % $13,010News Article History of Fiduciary Management Associates Llc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRFinancial And Investment Management Group LtdInstitution 9,077Sold Some-800-8.09 %$487,253$497,964$10,7112.19 % $-944News Article History of Financial And Investment Management Group Ltd Ownership Of United Parcel Service Inc
2009-10-302009-09-30 N-QForum Funds-Auxier Focus FundMulti-Cap Value 14,450No Change00 %$775,676$792,727$17,0512.19 % $0News Article History of Forum Funds-Auxier Focus Fund Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRGeneral Electric CoInstitution 99,512Added More17,95222.01 %$5,341,804$5,459,228$117,4242.19 % $21,183News Article History of General Electric Co Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRIt Investment Associates IncInstitution 125,349Sold Some-5,301-4.05 %$6,728,734$6,876,646$147,9122.19 % $-6,255News Article History of It Investment Associates Inc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HROxford Asset ManagementInstitution 42,649New Holding42,649100 %$2,289,398$2,339,724$50,3262.19 % $50,326News Article History of Oxford Asset Management Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRQuantitative Investment Management LlcInstitution 279,000New Holding279,000100 %$14,976,720$15,305,940$329,2202.19 % $329,220News Article History of Quantitative Investment Management Llc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRTexas Permanent School FundInstitution 854,978Sold Some-3,870-0.45 %$45,895,219$46,904,093$1,008,8742.19 % $-4,567News Article History of Texas Permanent School Fund Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRTocqueville Asset Management LpInstitution 283,990Added More39,76016.27 %$15,244,583$15,579,691$335,1082.19 % $46,917News Article History of Tocqueville Asset Management Lp Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRWesbanco Bank IncInstitution 7,742Sold Some-60-0.76 %$415,591$424,726$9,1362.19 % $-71News Article History of Wesbanco Bank Inc Ownership Of United Parcel Service Inc
2009-10-302009-09-30 13F-HRYale Capital CorpInstitution 80,191No Change00 %$4,304,653$4,399,278$94,6252.19 % $0News Article History of Yale Capital Corp Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRSAmcap Fund Inc-Amcap Fund IncMulti-Cap Core 2,820,000Sold Some-380,000-11.87 %$151,377,600$154,705,200$3,327,6002.19 % $-448,400News Article History of Amcap Fund Inc-Amcap Fund Inc Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Balanced FundMixed-Asset Target Allocation Moderate 101,600Added More41,00067.65 %$5,453,888$5,573,776$119,8882.19 % $48,380News Article History of Fidelity Advisor Series I-Balanced Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Growth Opportunities FundLarge-Cap Core 231,040Added More56,14032.09 %$12,402,227$12,674,854$272,6272.19 % $66,245News Article History of Fidelity Advisor Series I-Growth Opportunities Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Large Cap FundLarge-Cap Core 10,500New Holding10,500100 %$563,640$576,030$12,3902.19 % $12,390News Article History of Fidelity Advisor Series I-Large Cap Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Advisor Series I-Value StrategieMulti-Cap Core Sold All-20,400-100 %2.19 % $-24,072News Article History of Fidelity Advisor Series I-Value Strategie Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRSFidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index FundLarge-Cap Growth 4,200Added More1,32045.83 %$225,456$230,412$4,9562.19 % $1,558News Article History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Commonwealth Trust-Fidelity 100 Index FundSpecialty & Misc 927,388Sold Some-85,000-8.39 %$49,782,188$50,876,506$1,094,3182.19 % $-100,300News Article History of Fidelity Commonwealth Trust-Fidelity 100 Index Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QFidelity Mt Vernon Street Trust-Fidelity Growth Company FundMulti-Cap Growth Sold All-1,004,800-100 %2.19 % $-1,185,664News Article History of Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRGrowth Fund Of America Inc-Growth Fund Of America IncMulti-Cap Growth 20,188,500Sold Some-1,200,000-5.61 %$1,083,718,680$1,107,541,110$23,822,4302.19 % $-1,416,000News Article History of Growth Fund Of America Inc-Growth Fund Of America Inc Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRPutnam Funds Trust-Putnam Global Consumer FundNo Data Sold All-1,051-100 %2.19 % $-1,240News Article History of Putnam Funds Trust-Putnam Global Consumer Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-QVanguard Wellington Fund-Vanguard Wellington FundMixed-Asset Target Allocation Growth 4,262,100No Change00 %$228,789,528$233,818,806$5,029,2782.19 % $0News Article History of Vanguard Wellington Fund-Vanguard Wellington Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard International Growth FundInternational Large-Cap Core Sold All-404,000-100 %2.19 % $-476,720News Article History of Vanguard World Fund-Vanguard International Growth Fund Ownership Of United Parcel Service Inc
2009-10-302009-08-31 N-CSRVanguard World Fund-Vanguard Mega Cap 300 Index FundNo Data 25,368Added More2,2029.50 %$1,361,754$1,391,688$29,9342.19 % $2,598News Article History of Vanguard World Fund-Vanguard Mega Cap 300 Index Fund Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRAuxier Asset ManagementInstitution 5,858No Compare$321,839$321,370$-469-0.14 % News Article History of Auxier Asset Management Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRBurnham Asset Management CorpInstitution 12,200Sold Some-2,700-18.12 %$670,268$669,292$-976-0.14 % $216News Article History of Burnham Asset Management Corp Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 676,821Added More22,7373.47 %$37,184,546$37,130,400$-54,146-0.14 % $-1,819News Article History of Dimensional Fund Advisors Inc Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRGiovine Capital Group LlcInstitution 200,000New Holding200,000100 %$10,988,000$10,972,000$-16,000-0.14 % $-16,000News Article History of Giovine Capital Group Llc Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRHaven Capital Management LlcInstitution 16,175Sold Some-1,355-7.72 %$888,655$887,361$-1,294-0.14 % $108News Article History of Haven Capital Management Llc Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRMeridian Management CoInstitution 16,350No Change00 %$898,269$896,961$-1,308-0.14 % $0News Article History of Meridian Management Co Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRMonarch Capital Management IncInstitution 21,852Added More1,0034.81 %$1,200,549$1,198,801$-1,748-0.14 % $-80News Article History of Monarch Capital Management Inc Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HROntario Teachers Pension Plan BoardInstitution 23,521No Change00 %$1,292,244$1,290,362$-1,882-0.14 % $0News Article History of Ontario Teachers Pension Plan Board Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRPrudential Corp PlcInstitution Sold All-213,009-100 %-0.14 % $17,041News Article History of Prudential Corp Plc Ownership Of United Parcel Service Inc
2009-10-292009-09-30 13F-HRWarthmore Group IncInstitution 85,150Added More61,650262.34 %$4,678,141$4,671,329$-6,812-0.14 % $-4,932News Article History of Warthmore Group Inc Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QCapital World Growth And Income Fund Inc-Capital World Growth And Income Fund IncMulti-Cap Growth 7,610,100No Change00 %$418,098,894$417,490,086$-608,808-0.14 % $0News Article History of Capital World Growth And Income Fund Inc-Capital World Growth And Income Fund Inc Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QEvergreen Equity Trust De-Evergreen Market Index FundSpecialty & Misc 28,957Sold Some-52-0.17 %$1,590,898$1,588,581$-2,317-0.14 % $4News Article History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QEvergreen Equity Trust De-Evergreen Market Index Growth FundMulti-Cap Growth 61,982Sold Some-5,642-8.34 %$3,405,291$3,400,333$-4,959-0.14 % $451News Article History of Evergreen Equity Trust De-Evergreen Market Index Growth Fund Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QNew Economy Fund-New Economy FundMulti-Cap Growth 650,000Sold Some-107,000-14.13 %$35,711,000$35,659,000$-52,000-0.14 % $8,560News Article History of New Economy Fund-New Economy Fund Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QUnified Series Trust-Marathon Value PortfolioMulti-Cap Value Sold All-9,000-100 %-0.14 % $720News Article History of Unified Series Trust-Marathon Value Portfolio Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QValic Co I-Asset Allocation FundSpecialty & Misc 6,283Added More67612.05 %$345,188$344,685$-503-0.14 % $-54News Article History of Valic Co I-Asset Allocation Fund Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QValic Co I-Global Strategy FundGlobal Flex Port 35,370No Change00 %$1,943,228$1,940,398$-2,830-0.14 % $0News Article History of Valic Co I-Global Strategy Fund Ownership Of United Parcel Service Inc
2009-10-292009-08-31 N-QValic Co I-Value FundMulti-Cap Value 29,793Sold Some-54,848-64.80 %$1,636,827$1,634,444$-2,383-0.14 % $4,388News Article History of Valic Co I-Value Fund Ownership Of United Parcel Service Inc
2009-10-292009-06-30 13F-HR/AHuntington National BankInstitution 78,381Added More8,44412.07 %$4,306,252$4,299,982$-6,270-0.14 % $-676News Article History of Huntington National Bank Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRArgyle Capital Management IncInstitution 41,700No Change00 %$2,267,229$2,287,662$20,4330.90 % $0News Article History of Argyle Capital Management Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRCapital City Trust CoInstitution 21New Holding21100 %$1,142$1,152$100.90 % $10News Article History of Capital City Trust Co Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRCarl Domino IncInstitution 25,825Added More1850.72 %$1,404,105$1,416,760$12,6540.90 % $91News Article History of Carl Domino Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRChevy Chase Trust Holdings IncNo Data 950,448Sold Some-29,318-2.99 %$51,675,858$52,141,577$465,7200.90 % $-14,366News Article History of Chevy Chase Trust Holdings Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRCommunity Trust And Investment CoInstitution 35,030Sold Some-315-0.89 %$1,904,581$1,921,746$17,1650.90 % $-154News Article History of Community Trust And Investment Co Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRCourier Capital CorpInstitution 22,675No Compare$1,232,840$1,243,951$11,1110.90 % News Article History of Courier Capital Corp Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRDavenport And Co LlcInstitution 18,857,160New Holding18,857,160100 %$1,025,263,789$1,034,503,798$9,240,0080.90 % $9,240,008News Article History of Davenport And Co Llc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HREntry Investment Management IncInstitution 101,700New Holding101,700100 %$5,529,429$5,579,262$49,8330.90 % $49,833News Article History of Entry Investment Management Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRGuaranty Trust Co Of MissouriInstitution 5,030Sold Some-200-3.82 %$273,481$275,946$2,4650.90 % $-98News Article History of Guaranty Trust Co Of Missouri Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRMacatawa Bank CorpInstitution 15,857Sold Some-600-3.64 %$862,145$869,915$7,7700.90 % $-294News Article History of Macatawa Bank Corp Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRMaple Securities Usa IncInstitution 13,673Added More6,873101.07 %$743,401$750,101$6,7000.90 % $3,368News Article History of Maple Securities Usa Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRMu Investments Co LtdNo Data 3,880No Compare$210,956$212,857$1,9010.90 % News Article History of Mu Investments Co Ltd Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRNiederhoffer R G Capital Management IncInstitution 12,000New Holding12,000100 %$652,440$658,320$5,8800.90 % $5,880News Article History of Niederhoffer R G Capital Management Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRPf Beheer BvInstitution 15,500No Change00 %$842,735$850,330$7,5950.90 % $0News Article History of Pf Beheer Bv Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRPirit Of America Management CorpnyInstitution 3,526Added More1,30058.40 %$191,709$193,436$1,7280.90 % $637News Article History of Pirit Of America Management Corpny Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRPrentiss Smith And Co IncInstitution 958No Change00 %$52,086$52,556$4690.90 % $0News Article History of Prentiss Smith And Co Inc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRQuotient Investors LlcNo Data 5,700No Compare$309,909$312,702$2,7930.90 % News Article History of Quotient Investors Llc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRSandy Spring BankNo Data 10,963Added More4,14060.67 %$596,058$601,430$5,3720.90 % $2,029News Article History of Sandy Spring Bank Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRWallington Asset Management LlcInstitution 390Added More290290.00 %$21,204$21,395$1910.90 % $142News Article History of Wallington Asset Management Llc Ownership Of United Parcel Service Inc
2009-10-282009-09-30 13F-HRYacktman Asset Management CoInstitution 33,706No Change00 %$1,832,595$1,849,111$16,5160.90 % $0News Article History of Yacktman Asset Management Co Ownership Of United Parcel Service Inc
2009-10-282009-08-31 N-QAmerican Century Strategic Asset Allocations Inc-Newton FundSmall-Cap Core 125,651Added More46,00157.75 %$6,831,645$6,893,214$61,5690.90 % $22,540News Article History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of United Parcel Service Inc
2009-10-282009-08-31 N-QAmerican Century World Mutual Funds Inc-Global Growth FundGlobal Large-Cap Growth 77,650Added More31,87069.61 %$4,221,831$4,259,879$38,0490.90 % $15,616News Article History of American Century World Mutual Funds Inc-Global Growth Fund Ownership Of United Parcel Service Inc
2009-10-282009-08-31 N-CSRSFidelity Concord Street Trust-Spartan International Index FundGlobal Flex Port Sold All-2,286,637-100 %0.90 % $-1,120,452News Article History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRAbal Trust CoInstitution 6,000Sold Some-1,167-16.28 %$327,000$329,160$2,1600.66 % $-420News Article History of Abal Trust Co Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRAull Monroe Investment Management CorpInstitution 31,910Sold Some-950-2.89 %$1,739,095$1,750,583$11,4880.66 % $-342News Article History of Aull Monroe Investment Management Corp Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRDeroy And Devereaux Private Investment Counsel IncInstitution 3,800New Holding3,800100 %$207,100$208,468$1,3680.66 % $1,368News Article History of Deroy And Devereaux Private Investment Counsel Inc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRDupont Capital ManagementInstitution 123,760Sold Some-40,690-24.74 %$6,744,920$6,789,474$44,5540.66 % $-14,648News Article History of Dupont Capital Management Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HREaward Management CorpInstitution 4,383New Holding4,383100 %$238,874$240,451$1,5780.66 % $1,578News Article History of Eaward Management Corp Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRFirst Manhattan CoInstitution 327,970Added More14,3254.56 %$17,874,365$17,992,434$118,0690.66 % $5,157News Article History of First Manhattan Co Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRForward Management LlcInstitution 220Sold Some-15,069-98.56 %$11,990$12,069$790.66 % $-5,425News Article History of Forward Management Llc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRHl Financial Services LlcInstitution 5,785Added More1,40031.92 %$315,283$317,365$2,0830.66 % $504News Article History of Hl Financial Services Llc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRHolland Capital Management L PInstitution 196,100Sold Some-900-0.45 %$10,687,450$10,758,046$70,5960.66 % $-324News Article History of Holland Capital Management L P Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRIgma Investment Counselors IncInstitution 232,025No Change00 %$12,645,363$12,728,892$83,5290.66 % $0News Article History of Igma Investment Counselors Inc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRInvestors Capital Advisory ServiceInstitution 17,992New Holding17,992100 %$980,564$987,041$6,4770.66 % $6,477News Article History of Investors Capital Advisory Service Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRKr Capital Advisors IncInstitution 348,266Sold Some-45,340-11.51 %$18,980,497$19,105,873$125,3760.66 % $-16,322News Article History of Kr Capital Advisors Inc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRNorthwest Investment Counselors LlcInstitution 19,903Sold Some-2,193-9.92 %$1,084,714$1,091,879$7,1650.66 % $-789News Article History of Northwest Investment Counselors Llc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRParametric Risk Advisors LlcInstitution 140,000New Holding140,000100 %$7,630,000$7,680,400$50,4000.66 % $50,400News Article History of Parametric Risk Advisors Llc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRRothschild Capital Management LlcNo Data 184,600Sold Some-1,500-0.80 %$10,060,700$10,127,156$66,4560.66 % $-540News Article History of Rothschild Capital Management Llc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRT Germain D J Co IncInstitution 193,513No Compare$10,546,459$10,616,123$69,6650.66 % News Article History of T Germain D J Co Inc Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRThomas White International LtdInstitution 65No Change00 %$3,543$3,566$230.66 % $0News Article History of Thomas White International Ltd Ownership Of United Parcel Service Inc
2009-10-272009-09-30 13F-HRTower Bridge AdvisorInstitution 17,450Sold Some-5,636-24.41 %$951,025$957,307$6,2820.66 % $-2,029News Article History of Tower Bridge Advisor Ownership Of United Parcel Service Inc
2009-10-262009-09-30 13F-HRGrace And White IncInstitution 94,190No Change00 %$5,135,239$5,167,263$32,0250.62 % $0News Article History of Grace And White Inc Ownership Of United Parcel Service Inc
2009-10-262009-09-30 13F-HRGrimes And Company IncInstitution 36,815Added More1,3553.82 %$2,007,154$2,019,671$12,5170.62 % $461News Article History of Grimes And Company Inc Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QClaymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index EtfSpecialty & Misc 384No Change00 %$20,936$21,066$1310.62 % $0News Article History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QFederated Income Securities Trust-Federated Capital Income FundEquity Income Sold All-12,795-100 %0.62 % $-4,350News Article History of Federated Income Securities Trust-Federated Capital Income Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QIng Equity Trust-Ing Convertible FundSpecialty & Misc 25,600New Holding25,600100 %$1,395,712$1,404,416$8,7040.62 % $8,704News Article History of Ing Equity Trust-Ing Convertible Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QIng Equity Trust-Ing Index Plus Largecap Equity FundLarge-Cap Core 1,400New Holding1,400100 %$76,328$76,804$4760.62 % $476News Article History of Ing Equity Trust-Ing Index Plus Largecap Equity Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Balanced FundMixed-Asset Target Allocation Moderate 2,300New Holding2,300100 %$125,396$126,178$7820.62 % $782News Article History of Ing Series Fund Inc-Ing Balanced Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Corporate Leaders 100 FundNo Data 1,550New Holding1,550100 %$84,506$85,033$5270.62 % $527News Article History of Ing Series Fund Inc-Ing Corporate Leaders 100 Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QIng Series Fund Inc-Ing Index Plus Largecap FundLarge-Cap Core 14,100Sold Some-18,600-56.88 %$768,732$773,526$4,7940.62 % $-6,324News Article History of Ing Series Fund Inc-Ing Index Plus Largecap Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2010 Exchange-Traded FundMixed-Asset Target 2010 Funds Sold All-361-100 %0.62 % $-123News Article History of Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2020 Exchange-Traded FundMixed-Asset Target 2020 Funds Sold All-2,136-100 %0.62 % $-726News Article History of Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2030 Exchange-Traded FundMixed-Asset Target 2030 Funds Sold All-2,546-100 %0.62 % $-866News Article History of Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence 2040 Exchange-Traded FundMixed-Asset Target 2030+ Funds Sold All-2,828-100 %0.62 % $-962News Article History of Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund Ownership Of United Parcel Service Inc
2009-10-262009-08-31 N-QTdax Funds Inc-Tdax Independence In-Target Exchange-Traded FundSpecialty & Misc Sold All-270-100 %0.62 % $-92News Article History of Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund Ownership Of United Parcel Service Inc
2009-10-232009-08-31 N-QPerformance Funds Trust-Large CapLarge-Cap Core 5,500Sold Some-3,500-38.88 %$306,350$301,730$-4,620-1.50 % $2,940News Article History of Performance Funds Trust-Large Cap Ownership Of United Parcel Service Inc
2009-10-222009-09-30 13F-HRBlackrock IncNo Data 1,028,666Added More571,838125.17 %$58,736,829$56,432,617$-2,304,212-3.92 % $-1,280,917News Article History of Blackrock Inc Ownership Of United Parcel Service Inc
2009-10-092009-07-31 N-CSRIshares Trust-Ishares Nyse 100 Index FundSpecialty & Misc 9,165Sold Some-713-7.21 %$512,965$502,792$-10,173-1.98 % $791News Article History of Ishares Trust-Ishares Nyse 100 Index Fund Ownership Of United Parcel Service Inc
2009-10-092009-07-31 N-CSRLord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth FundLarge-Cap Growth 37,000No Change00 %$2,070,890$2,029,820$-41,070-1.98 % $0News Article History of Lord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth Fund Ownership Of United Parcel Service Inc
2009-10-082009-07-31 N-CSRMorgan Stanley Series Funds-Morgan Stanley Commodities Alpha FundNo Data Sold All-500-100 %-2.60 % $735News Article History of Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund Ownership Of United Parcel Service Inc
2009-10-072009-07-31 N-CSRFidelity Advisor Series Vii-Fidelity Advisor Industrials FundSpecialty & Misc 158,600Added More82,100107.32 %$8,822,918$8,700,796$-122,122-1.38 % $-63,217News Article History of Fidelity Advisor Series Vii-Fidelity Advisor Industrials Fund Ownership Of United Parcel Service Inc
2009-10-072009-07-31 N-CSRSFidelity Devonshire Trust-Fidelity Series All-Sector Equity FundNo Data 716,400Added More295,60070.24 %$39,853,332$39,301,704$-551,628-1.38 % $-227,612News Article History of Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund Ownership Of United Parcel Service Inc
2009-10-072009-07-31 N-CSRSUnamerica Series Trust-Equity Opportunities PortfolioSpecialty & Misc 24,570No Compare$1,366,829$1,347,910$-18,919-1.38 % News Article History of Unamerica Series Trust-Equity Opportunities Portfolio Ownership Of United Parcel Service Inc
2009-10-072009-07-31 N-CSRSUnamerica Series Trust-Mfs Total Return PortfolioSpecialty & Misc 26,290Sold Some-850-3.13 %$1,462,513$1,442,269$-20,243-1.38 % $655News Article History of Unamerica Series Trust-Mfs Total Return Portfolio Ownership Of United Parcel Service Inc
2009-09-302009-07-31 N-CSREndowments De-Growth And Income PortfolioMulti-Cap Growth 10,000No Change00 %$564,700$548,600$-16,100-2.85 % $0News Article History of Endowments De-Growth And Income Portfolio Ownership Of United Parcel Service Inc
2009-09-302009-07-31 N-CSRIncome Fund Of America Inc-Income Fund Of America IncEquity Income 2,650,000Sold Some-4,680,000-63.84 %$149,645,500$145,379,000$-4,266,500-2.85 % $7,534,800News Article History of Income Fund Of America Inc-Income Fund Of America Inc Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Balanced FundMixed-Asset Target Allocation Growth 30,783Sold Some-176-0.56 %$1,747,859$1,688,755$-59,103-3.38 % $338News Article History of American Century Mutual Funds Inc-Balanced Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Capital Growth FundLarge-Cap Growth 5,300New Holding5,300100 %$300,934$290,758$-10,176-3.38 % $-10,176News Article History of American Century Mutual Funds Inc-Capital Growth Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Focused Growth FundLarge-Cap Growth 1,780New Holding1,780100 %$101,068$97,651$-3,418-3.38 % $-3,418News Article History of American Century Mutual Funds Inc-Focused Growth Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Giftrust FundSpecialty & Misc 173,873New Holding173,873100 %$9,872,509$9,538,673$-333,836-3.38 % $-333,836News Article History of American Century Mutual Funds Inc-Giftrust Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Growth FundLarge-Cap Growth 702,900New Holding702,900100 %$39,910,662$38,561,094$-1,349,568-3.38 % $-1,349,568News Article History of American Century Mutual Funds Inc-Growth Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAmerican Century Mutual Funds Inc-Ultra FundLarge-Cap Growth Sold All-310,000-100 %-3.38 % $595,200News Article History of American Century Mutual Funds Inc-Ultra Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QAsset Management Fund-Large Cap Equity FundLarge-Cap Value 45,000New Holding45,000100 %$2,555,100$2,468,700$-86,400-3.38 % $-86,400News Article History of Asset Management Fund-Large Cap Equity Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-International Core Equity PortfolioInternational Small-Mid-Cap Value 151,881Added More149,3815975.24 %$8,623,803$8,332,192$-291,612-3.38 % $-286,812News Article History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc-Us Sustainability Core 1 PortfolioNo Data 2,600New Holding2,600100 %$147,628$142,636$-4,992-3.38 % $-4,992News Article History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QDfa Investment Trust Co-Global Large Company SerieLarge-Cap Core 371,489New Holding371,489100 %$21,093,145$20,379,887$-713,259-3.38 % $-713,259News Article History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QFidelity Advisor Series I-Value FundMulti-Cap Value 10,600Sold Some-1,800-14.51 %$601,868$581,516$-20,352-3.38 % $3,456News Article History of Fidelity Advisor Series I-Value Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QFidelity Advisor Series Viii-Value Leaders FundMulti-Cap Core 1,600Sold Some-3,700-69.81 %$90,848$87,776$-3,072-3.38 % $7,104News Article History of Fidelity Advisor Series Viii-Value Leaders Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QFidelity Commonwealth Trust-Spartan 500 Index FundS&P 500 Index Sold All-1,387,353-100 %-3.38 % $2,663,718News Article History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QGoldman Sachs Trust-Goldman Sachs Structured International Equity FundGold Oriented Sold All-90,207-100 %-3.38 % $173,197News Article History of Goldman Sachs Trust-Goldman Sachs Structured International Equity Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Ii Inc-Hartford Value Opportunities FundMulti-Cap Value 23Added More29.52 %$1,306$1,262$-44-3.38 % $-4News Article History of Hartford Mutual Funds Ii Inc-Hartford Value Opportunities Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Advisers FundMixed-Asset Target Allocation Growth 145Sold Some-16-9.93 %$8,233$7,955$-278-3.38 % $31News Article History of Hartford Mutual Funds Incct-Hartford Advisers Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Balanced Income FundMixed-Asset Target Allocation Moderate Sold All-3-100 %-3.38 % $6News Article History of Hartford Mutual Funds Incct-Hartford Balanced Income Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Capital Appreciation Ii FundMulti-Cap Growth 98Added More88.88 %$5,564$5,376$-188-3.38 % $-15News Article History of Hartford Mutual Funds Incct-Hartford Capital Appreciation Ii Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Dividend And Growth FundEquity Income 383New Holding383100 %$21,747$21,011$-735-3.38 % $-735News Article History of Hartford Mutual Funds Incct-Hartford Dividend And Growth Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Stock FundLarge-Cap Core 97Sold Some-12-11.00 %$5,508$5,321$-186-3.38 % $23News Article History of Hartford Mutual Funds Incct-Hartford Stock Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QHartford Mutual Funds Incct-Hartford Value FundLarge-Cap Value 51New Holding51100 %$2,896$2,798$-98-3.38 % $-98News Article History of Hartford Mutual Funds Incct-Hartford Value Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Dow Jones Transportation Average Index FundSpecialty & Misc 518,555Added More54,84611.82 %$29,443,553$28,447,927$-995,626-3.38 % $-105,304News Article History of Ishares Trust-Ishares Dow Jones Transportation Average Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Kld 400 Social Index FundSpecialty & Misc 11,792Sold Some-4,005-25.35 %$669,550$646,909$-22,641-3.38 % $7,690News Article History of Ishares Trust-Ishares Kld 400 Social Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Kld Select Social Index FundSpecialty & Misc 10,706No Compare$607,887$587,331$-20,556-3.38 % News Article History of Ishares Trust-Ishares Kld Select Social Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QIshares Trust-Ishares Morningstar Large Core Index FundLarge-Cap Core 63,257Added More7,95514.38 %$3,591,732$3,470,279$-121,453-3.38 % $-15,274News Article History of Ishares Trust-Ishares Morningstar Large Core Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Balanced FundMixed-Asset Target Allocation Moderate Sold All-288,200-100 %-3.38 % $553,344News Article History of Janus Investment Fund-Janus Balanced Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-CSRJanus Investment Fund-Janus Forty FundNo Data 1,212,150No Compare$68,825,877$66,498,549$-2,327,328-3.38 % News Article History of Janus Investment Fund-Janus Forty Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus FundLarge-Cap Growth 1,636,394Sold Some-653,649-28.54 %$92,914,451$89,772,575$-3,141,876-3.38 % $1,255,006News Article History of Janus Investment Fund-Janus Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Global Research FundGlobal Flex Port 38,372Added More4,67513.87 %$2,178,762$2,105,088$-73,674-3.38 % $-8,976News Article History of Janus Investment Fund-Janus Global Research Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Overseas FundInternational Multi-Cap Growth 297,289New Holding297,289100 %$16,880,069$16,309,275$-570,795-3.38 % $-570,795News Article History of Janus Investment Fund-Janus Overseas Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Research FundGlobal Multi-Cap Growth 453,095Sold Some-58,585-11.44 %$25,726,734$24,856,792$-869,942-3.38 % $112,483News Article History of Janus Investment Fund-Janus Research Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Twenty FundLarge-Cap Growth 2,123,970No Change00 %$120,599,017$116,520,994$-4,078,022-3.38 % $0News Article History of Janus Investment Fund-Janus Twenty Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJanus Investment Fund-Janus Worldwide FundGlobal Large-Cap Growth Sold All-332,040-100 %-3.38 % $637,517News Article History of Janus Investment Fund-Janus Worldwide Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QJnl Investors Series Trust-Jackson Perspective Index 5 FundSpecialty & Misc 944Sold Some-86-8.34 %$53,600$51,788$-1,812-3.38 % $165News Article History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QMainstay Funds-Mainstay Common Stock FundLarge-Cap Core 59,878Added More49,085454.78 %$3,399,873$3,284,907$-114,966-3.38 % $-94,243News Article History of Mainstay Funds-Mainstay Common Stock Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QMainstay Funds-Mainstay Equity Index FundSpecialty & Misc 25,080Sold Some-1,489-5.60 %$1,424,042$1,375,889$-48,154-3.38 % $2,859News Article History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QManagers Trust I-Managers Fremont Global FundGlobal Flex Port 1,600No Change00 %$90,848$87,776$-3,072-3.38 % $0News Article History of Managers Trust I-Managers Fremont Global Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QMeehan Mutual Funds Inc-Meehan Mutual Funds IncSpecialty & Misc Sold All-15,000-100 %-3.38 % $28,800News Article History of Meehan Mutual Funds Inc-Meehan Mutual Funds Inc Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-CSRPutnam Investment Funds-Putnam Research FundNo Data 20,000New Holding20,000100 %$1,135,600$1,097,200$-38,400-3.38 % $-38,400News Article History of Putnam Investment Funds-Putnam Research Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QRussell Investment Co-Emerging Markets FundEmerging Markets 24,990New Holding24,990100 %$1,418,932$1,370,951$-47,981-3.38 % $-47,981News Article History of Russell Investment Co-Emerging Markets Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QRussell Investment Co-International FundInternational Multi-Cap Core Sold All-32,850-100 %-3.38 % $63,072News Article History of Russell Investment Co-International Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QRussell Investment Co-Quantitative Equity FundMulti-Cap Core 12,500New Holding12,500100 %$709,750$685,750$-24,000-3.38 % $-24,000News Article History of Russell Investment Co-Quantitative Equity Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QRussell Investment Co-Select Value FundMulti-Cap Value 12,800New Holding12,800100 %$726,784$702,208$-24,576-3.38 % $-24,576News Article History of Russell Investment Co-Select Value Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QVan Kampen Trust Ii-Global Tactical Asset Allocation FundNo Data 300Sold Some-100-25.00 %$17,034$16,458$-576-3.38 % $192News Article History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-QVanguard International Equity Index Funds-Vanguard Total World Stock Index FundNo Data 14,620Added More2,96025.38 %$830,124$802,053$-28,070-3.38 % $-5,683News Article History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of United Parcel Service Inc
2009-09-292009-07-31 N-CSRSVanguard Specialized Funds-Vanguard Dividend Growth FundMulti-Cap Growth 1,124,900Added More56,3005.26 %$63,871,822$61,712,014$-2,159,808-3.38 % $-108,096News Article History of Vanguard Specialized Funds-Vanguard Dividend Growth Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QAmerican Mutual Fund Inc-American Mutual Fund IncMulti-Cap Value 3,550,000No Change00 %$204,586,500$194,753,000$-9,833,500-4.80 % $0News Article History of American Mutual Fund Inc-American Mutual Fund Inc Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Fundamental Us Large Company Index FundLarge-Cap Core 27,980Sold Some-9,200-24.74 %$1,612,487$1,534,983$-77,505-4.80 % $25,484News Article History of Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QChwab Capital Trust-Schwab Technology FundScience & Tech 921,318New Holding921,318100 %$53,095,556$50,543,505$-2,552,051-4.80 % $-2,552,051News Article History of Chwab Capital Trust-Schwab Technology Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QDryden Tax Managed Funds-Dryden Large Cap Core Equity FundLarge-Cap Core 6,100New Holding6,100100 %$351,543$334,646$-16,897-4.80 % $-16,897News Article History of Dryden Tax Managed Funds-Dryden Large Cap Core Equity Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QFederated Income Securities Trust-Federated Muni And Stock Advantage FundSpecialty & Misc Sold All-62,140-100 %-4.80 % $172,128News Article History of Federated Income Securities Trust-Federated Muni And Stock Advantage Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QOld Westbury Funds Inc-International FundInternational Multi-Cap Core 126,500Added More10,3008.86 %$7,290,195$6,939,790$-350,405-4.80 % $-28,531News Article History of Old Westbury Funds Inc-International Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QPowershares Exchange Traded Fund Trust-Powershares Dividend Achievers PortfolioSpecialty & Misc 51,000New Holding51,000100 %$2,939,130$2,797,860$-141,270-4.80 % $-141,270News Article History of Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QTocqueville Trust-The Tocqueville FundSpecialty & Misc 125,000New Holding125,000100 %$7,203,750$6,857,500$-346,250-4.80 % $-346,250News Article History of Tocqueville Trust-The Tocqueville Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QVanguard Windsor Funds-Vanguard Windsor FundMulti-Cap Value Sold All-1,747,480-100 %-4.80 % $4,840,520News Article History of Vanguard Windsor Funds-Vanguard Windsor Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QVanguard Windsor Funds-Vanguard Windsor Ii FundLarge-Cap Value 1,544,680Sold Some-372,700-19.43 %$89,019,908$84,741,145$-4,278,764-4.80 % $1,032,379News Article History of Vanguard Windsor Funds-Vanguard Windsor Ii Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QVictory Institutional Funds-Institutional Diversified Stock FundFlexible Portfolio 330,850Added More10,7273.35 %$19,066,886$18,150,431$-916,455-4.80 % $-29,714News Article History of Victory Institutional Funds-Institutional Diversified Stock Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QVictory Portfolios-Victory Diversified Stock FundLarge-Cap Core 2,257,331Added More104,0004.82 %$130,089,986$123,837,179$-6,252,807-4.80 % $-288,080News Article History of Victory Portfolios-Victory Diversified Stock Fund Ownership Of United Parcel Service Inc
2009-09-282009-07-31 N-QVictory Portfolios-Victory Stock Index FundS&P 500 Index 3,749Sold Some-134-3.45 %$216,055$205,670$-10,385-4.80 % $371News Article History of Victory Portfolios-Victory Stock Index Fund Ownership Of United Parcel Service Inc
2009-09-252009-07-31 N-QCalamos Investment Trustil-Calamos Market Neutral Income FundEquity Income 82,500No Change00 %$4,686,825$4,525,950$-160,875-3.43 % $0News Article History of Calamos Investment Trustil-Calamos Market Neutral Income Fund Ownership Of United Parcel Service Inc
2009-09-252009-07-31 N-QDirexion Shares Etf Trust-Direxion Daily Large Cap Bull 3x SharesNo Data 12,445Sold Some-7,395-37.27 %$707,000$682,733$-24,268-3.43 % $14,420News Article History of Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares Ownership Of United Parcel Service Inc
2009-09-252009-07-31 N-QMtb Group Of Funds-Mtb Balanced FundMixed-Asset Target Allocation Growth 1,300New Holding1,300100 %$73,853$71,318$-2,535-3.43 % $-2,535News Article History of Mtb Group Of Funds-Mtb Balanced Fund Ownership Of United Parcel Service Inc
2009-09-252009-07-31 N-QUnified Series Trust-Marathon Value PortfolioMulti-Cap Value 9,000New Holding9,000100 %$511,290$493,740$-17,550-3.43 % $-17,550News Article History of Unified Series Trust-Marathon Value Portfolio Ownership Of United Parcel Service Inc
2009-09-242009-07-31 N-QMembers Mutual Funds-Large Cap Growth FundNo Data Sold All-18,500-100 %-5.49 % $59,015News Article History of Members Mutual Funds-Large Cap Growth Fund Ownership Of United Parcel Service Inc
2009-09-242009-07-31 N-QNationwide Mutual Funds-Nationwide Growth FundMulti-Cap Growth Sold All-23,300-100 %-5.49 % $74,327News Article History of Nationwide Mutual Funds-Nationwide Growth Fund Ownership Of United Parcel Service Inc
2009-09-242009-07-31 N-QPrimecap Odyssey Funds-Primecap Odyssey Growth FundMulti-Cap Core 113,300Added More4,6004.23 %$6,577,065$6,215,638$-361,427-5.49 % $-14,674News Article History of Primecap Odyssey Funds-Primecap Odyssey Growth Fund Ownership Of United Parcel Service Inc
2009-09-242009-07-31 N-QPrimecap Odyssey Funds-Primecap Odyssey Stock FundMulti-Cap Core 62,000Sold Some-4,600-6.90 %$3,599,100$3,401,320$-197,780-5.49 % $14,674News Article History of Primecap Odyssey Funds-Primecap Odyssey Stock Fund Ownership Of United Parcel Service Inc
2009-09-152009-06-30 N-CSRS/AWilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 FundNo Data Sold All-4,140-100 %-7.47 % $18,340News Article History of Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund Ownership Of United Parcel Service Inc
2009-09-092009-06-30 N-CSRSPenn Series Funds Inc-Growth Stock FundMulti-Cap Growth 15,800Added More4,20036.20 %$875,794$866,788$-9,006-1.02 % $-2,394News Article History of Penn Series Funds Inc-Growth Stock Fund Ownership Of United Parcel Service Inc
2009-09-092009-06-30 N-CSRSPenn Series Funds Inc-Index 500 FundS&P 500 Index 25,374Added More1,2004.96 %$1,406,481$1,392,018$-14,463-1.02 % $-684News Article History of Penn Series Funds Inc-Index 500 Fund Ownership Of United Parcel Service Inc
2009-09-092009-06-30 N-CSRSPenn Series Funds Inc-Large Cap Value FundLarge-Cap Value 21,670Sold Some-2,410-10.00 %$1,201,168$1,188,816$-12,352-1.02 % $1,374News Article History of Penn Series Funds Inc-Large Cap Value Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSAllianz Variable Insurance Products Trust-Azl Davis Ny Venture FundSpecialty & Misc 48,310Sold Some-2,000-3.97 %$2,613,571$2,650,287$36,7161.40 % $-1,520News Article History of Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSAllianz Variable Insurance Products Trust-Azl Jennison Growth FundMulti-Cap Growth 17,600Sold Some-800-4.34 %$952,160$965,536$13,3761.40 % $-608News Article History of Allianz Variable Insurance Products Trust-Azl Jennison Growth Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSAllianz Variable Insurance Products Trust-Azl S And P 500 Index FundS&P 500 Index 46,403Added More11,63733.47 %$2,510,402$2,545,669$35,2661.40 % $8,844News Article History of Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSBarclays Global Investors Funds-Bond Index FundSpecialty & Misc 204,469New Holding204,469100 %$11,061,773$11,217,169$155,3961.40 % $155,396News Article History of Barclays Global Investors Funds-Bond Index Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRBoyar Value Fund Inc-Boyar Value Fund IncMulti-Cap Value Sold All-8,000-100 %1.40 % $-6,080News Article History of Boyar Value Fund Inc-Boyar Value Fund Inc Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSLazard Funds Inc-Lazard Equity PortfolioSpecialty & Misc 11,700Sold Some-4,700-28.65 %$632,970$641,862$8,8921.40 % $-3,572News Article History of Lazard Funds Inc-Lazard Equity Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSMaster Investment Portfolio-Active Stock PortfolioSpecialty & Misc 39,386Sold Some-67,076-63.00 %$2,130,783$2,160,716$29,9331.40 % $-50,978News Article History of Master Investment Portfolio-Active Stock Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSMaster Investment Portfolio-S And P 500 Index Master PortfolioS&P 500 Index 204,469New Holding204,469100 %$11,061,773$11,217,169$155,3961.40 % $155,396News Article History of Master Investment Portfolio-S And P 500 Index Master Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRMorgan Stanley Equally Weighted S And P 500 Fund-NoneSpecialty & Misc Sold All-29,572-100 %1.40 % $-22,475News Article History of Morgan Stanley Equally Weighted S And P 500 Fund-None Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSMorgan Stanley Select Dimensions Investment Series-Utilities PortfolioUtility Sold All-3,131-100 %1.40 % $-2,380News Article History of Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSMorgan Stanley Variable Investment Series-Information PortfolioSpecialty & Misc Sold All-14,053-100 %1.40 % $-10,680News Article History of Morgan Stanley Variable Investment Series-Information Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSNorthern Lights Fund Trust-Free Enterprise Action FundNo Data 978New Holding978100 %$52,910$53,653$7431.40 % $743News Article History of Northern Lights Fund Trust-Free Enterprise Action Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRRevenueshares Etf Trust-Revenueshares Large Cap FundLarge-Cap Core 5,201Added More95322.43 %$281,374$285,327$3,9531.40 % $724News Article History of Revenueshares Etf Trust-Revenueshares Large Cap Fund Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSUmmit Mutual Funds Inc-Balanced Index PortfolioFlexible Portfolio 1,140Added More10810.46 %$61,674$62,540$8661.40 % $82News Article History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of United Parcel Service Inc
2009-09-082009-06-30 N-CSRSUmmit Mutual Funds Inc-Zenith PortfolioSpecialty & Misc 25,859Sold Some-1,048-3.89 %$1,398,972$1,418,625$19,6531.40 % $-796News Article History of Ummit Mutual Funds Inc-Zenith Portfolio Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-All Cap Core TrustMulti-Cap Core 49,100New Holding49,100100 %$2,642,071$2,693,626$51,5551.95 % $51,555News Article History of John Hancock Trust-All Cap Core Trust Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-Alpha Opportunities TrustNo Data 62,258New Holding62,258100 %$3,350,103$3,415,474$65,3711.95 % $65,371News Article History of John Hancock Trust-Alpha Opportunities Trust Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-Fundamental Value TrustMulti-Cap Value 160,138New Holding160,138100 %$8,617,026$8,785,171$168,1451.95 % $168,145News Article History of John Hancock Trust-Fundamental Value Trust Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-Global TrustGlobal Flex Port 152,910New Holding152,910100 %$8,228,087$8,388,643$160,5561.95 % $160,556News Article History of John Hancock Trust-Global Trust Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-Income TrustEquity Income 328,100New Holding328,100100 %$17,655,061$17,999,566$344,5051.95 % $344,505News Article History of John Hancock Trust-Income Trust Ownership Of United Parcel Service Inc
2009-09-042009-08-17 N-CSRJohn Hancock Trust-Spectrum Income TrustEquity Income