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Birch Run Capital Advisors’s Upbound Group UPBD Stock Holding History

Birch Run Capital Advisors’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
Q1 		– Sell
-148,000
Closed -$4.93M – 27
2013
Q4 		$4.93M Hold
148,000
– – 1.09% 13
2013
Q3 		$5.64M Hold
148,000
– – 1.41% 11
2013
Q2 		$5.56M Buy
+148,000
New +$5.36M 1.51% 11

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $2.9T AUM 29.55% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Birch Run Capital Advisors's UPBD Position: Q1 2014 in Review

Birch Run Capital Advisors sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 148,000 shares — an estimated $4.93M sold.

Birch Run Capital Advisors first reported a position in UPBD in Q2 2013 and held it in 3 quarters. The position peaked at $5.64M in Q3 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

  • Birch Run Capital Advisors reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
  • Birch Run Capital Advisors sold 148,000 Upbound Group shares in Q1 2014, an estimated $4.93M.
  • Birch Run Capital Advisors first reported a position in Upbound Group in Q2 2013 and held it in 3 quarters.
  • Birch Run Capital Advisors's Upbound Group position peaked at $5.64M in Q3 2013.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on Birch Run Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.