Baird’s Upbound Group UPBD Stock Holding History

Baird’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 Q2	–	Sell	-47,811	Closed	-$1.27M	–	1195
2014 Q1	$1.27M	Sell	47,811 -41,872	-47%	-$1.13M	0.02%	574
2013 Q4	$2.99M	Buy	89,683 +1,750	+2%	+$60.6K	0.05%	381
2013 Q3	$3.35M	Buy	87,933 +1,296	+1%	+$50K	0.06%	334
2013 Q2	$3.25M	Buy	+86,637	New	+$3.14M	0.06%	316

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BFA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIT

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

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Baird's UPBD Position: Q2 2014 in Review

Baird sold out of Upbound Group (UPBD) in Q2 2014, closing a stake of 47,811 shares — an estimated $1.27M sold.

Baird first reported a position in UPBD in Q2 2013 and held it in 4 quarters. The position peaked at $3.35M in Q3 2013. 186 funds tracked by Wall St. Rank hold UPBD as of Q2 2014.

Baird reported no remaining Upbound Group position as of Q2 2014 after selling out during the quarter.
Baird sold 47,811 Upbound Group shares in Q2 2014, an estimated $1.27M.
Baird first reported a position in Upbound Group in Q2 2013 and held it in 4 quarters.
Baird's Upbound Group position peaked at $3.35M in Q3 2013.
186 funds tracked by Wall St. Rank held Upbound Group as of Q2 2014.

Based on Baird's 13F filing for Q2 2014, filed 8 Aug 2014.