AIM
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Acrospire Investment Management’s Upbound Group UPBD Stock Holding History

Acrospire Investment Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,331
Closed -$38K – 2550
2017
Q1 		$38K Sell
4,331
-10,699
-71% -$97.3K 0.03% 1185
2016
Q4 		$169K Sell
15,030
-1,070
-7% -$11.9K 0.07% 488
2016
Q3 		$204K Buy
16,100
+1,400
+10% +$17.5K 0.14% 155
2016
Q2 		$181K Buy
14,700
+12,700
+635% +$171K 0.13% 123
2016
Q1 		$32K Buy
+2,000
New +$26.7K 0.02% 1277

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acrospire Investment Management's UPBD Position: Q2 2017 in Review

Acrospire Investment Management sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 4,331 shares — an estimated $38K sold.

Acrospire Investment Management first reported a position in UPBD in Q1 2016 and held it in 5 quarters. The position peaked at $204K in Q3 2016. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

  • Acrospire Investment Management reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 4,331 Upbound Group shares in Q2 2017, an estimated $38K.
  • Acrospire Investment Management first reported a position in Upbound Group in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Upbound Group position peaked at $204K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.