Artisan Partners
UPBD icon

Artisan Partners’s Upbound Group UPBD Stock Holding History

Artisan 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
2016
Q2 		– Sell
-614,602
Closed -$9.74M – 332
2016
Q1 		$9.74M Sell
614,602
-108,595
-15% -$1.45M 0.02% 262
2015
Q4 		$10.8M Sell
723,197
-140,764
-16% -$2.69M 0.02% 265
2015
Q3 		$21M Sell
863,961
-109,236
-11% -$2.93M 0.04% 216
2015
Q2 		$27.6M Sell
973,197
-178,025
-15% -$5.34M 0.05% 211
2015
Q1 		$31.6M Sell
1,151,222
-751,600
-39% -$22.9M 0.06% 209
2014
Q4 		$69.1M Sell
1,902,822
-370,071
-16% -$11.9M 0.12% 168
2014
Q3 		$69M Sell
2,272,893
-279,622
-11% -$7.52M 0.12% 171
2014
Q2 		$73.2M Sell
2,552,515
-174,806
-6% -$4.94M 0.13% 173
2014
Q1 		$72.5M Sell
2,727,321
-107,678
-4% -$2.92M 0.13% 163
2013
Q4 		$94.5M Buy
2,834,999
+373,295
+15% +$12.9M 0.17% 152
2013
Q3 		$93.8M Sell
2,461,704
-17,311
-0.7% -$667K 0.18% 148
2013
Q2 		$93.1M Buy
+2,479,015
New +$89.8M 0.2% 147

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners's UPBD Position: Q2 2016 in Review

Artisan Partners sold out of Upbound Group (UPBD) in Q2 2016, closing a stake of 614,602 shares — an estimated $9.74M sold.

Artisan Partners first reported a position in UPBD in Q2 2013 and held it in 12 quarters. The position peaked at $94.5M in Q4 2013. 202 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • Artisan Partners reported no remaining Upbound Group position as of Q2 2016 after selling out during the quarter.
  • Artisan Partners sold 614,602 Upbound Group shares in Q2 2016, an estimated $9.74M.
  • Artisan Partners first reported a position in Upbound Group in Q2 2013 and held it in 12 quarters.
  • Artisan Partners's Upbound Group position peaked at $94.5M in Q4 2013.
  • 202 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on Artisan Partners's 13F filing for Q2 2016, filed 11 Aug 2016.