Top 1 Annie E. Casey Foundation, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 100% | 421.0K | $35.2M | +0.00%(+0) | $131.54(-23.57%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.69% |
Annie E. Casey Foundation, Inc. reports $35.17M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is UPS (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +4.22% cumulatively over 3 quarters. Figures reflect the Q3 2025 filing.
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Holdings on this page are parsed from Annie E. Casey Foundation, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832467). View Annie E. Casey Foundation, Inc.’s 13F filings on SEC