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Adage Capital Partners’s
Upbound Group
UPBD
Stock Holding History
Adage Capital Partners’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
–
Sell
-2,459,000
Closed
-$59.6M
–
740
2015
Q3
$59.6M
Buy
2,459,000
+42,449
+2%
+$1.14M
0.17%
165
2015
Q2
$68.5M
Buy
2,416,551
+38,300
+2%
+$1.15M
0.17%
163
2015
Q1
$65.3M
Sell
2,378,251
-95,000
-4%
-$2.89M
0.16%
183
2014
Q4
$89.8M
Buy
2,473,251
+1,473,251
+147%
+$47.5M
0.22%
127
2014
Q3
$30.4M
Buy
+1,000,000
New
+$26.9M
0.08%
307
2013
Q4
–
Sell
-250,000
Closed
-$9.53M
–
723
2013
Q3
$9.53M
Sell
250,000
-350,000
-58%
-$13.5M
0.03%
512
2013
Q2
$22.5M
Buy
+600,000
New
+$21.7M
0.07%
332
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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