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Atria Investments’s Upbound Group UPBD Stock Holding History

Atria Investments’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
2014
Q4 		– Sell
-39,764
Closed -$1.21M – 473
2014
Q3 		$1.21M Sell
39,764
-4,915
-11% -$132K 0.12% 138
2014
Q2 		$1.28M Buy
+44,679
New +$1.26M 0.13% 143

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Investments's UPBD Position: Q4 2014 in Review

Atria Investments sold out of Upbound Group (UPBD) in Q4 2014, closing a stake of 39,764 shares — an estimated $1.21M sold.

Atria Investments first reported a position in UPBD in Q2 2014 and held it in 2 quarters. The position peaked at $1.28M in Q2 2014. 192 funds tracked by Wall St. Rank hold UPBD as of Q4 2014.

  • Atria Investments reported no remaining Upbound Group position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 39,764 Upbound Group shares in Q4 2014, an estimated $1.21M.
  • Atria Investments first reported a position in Upbound Group in Q2 2014 and held it in 2 quarters.
  • Atria Investments's Upbound Group position peaked at $1.28M in Q2 2014.
  • 192 funds tracked by Wall St. Rank held Upbound Group as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.