Ada Investment Management’s Upbound Group UPBD Stock Holding History

Ada 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
2015 Q4	$324K	Buy	+21,657	New	+$414K	0.22%	173

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ada Investment Management's UPBD Position: Q4 2015 in Review

Ada Investment Management opened a new position in Upbound Group (UPBD) in Q4 2015: 21,657 shares worth $324K. The stake represents 0.22% of the portfolio and ranks #173 among its holdings.

205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

Ada Investment Management held 21,657 shares of Upbound Group worth $324K as of Q4 2015.
Upbound Group was a new Ada Investment Management position in Q4 2015.
Upbound Group made up 0.22% of Ada Investment Management's portfolio in Q4 2015, its #173 holding.
205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.