BA
UPBD icon

BlackRock Advisors’s Upbound Group UPBD Stock Holding History

BlackRock 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
2016
Q4 		$296K Sell
26,286
-736
-3% -$8.2K ﹤0.01% 2506
2016
Q3 		$342K Buy
27,022
+1,776
+7% +$22.2K ﹤0.01% 2377
2016
Q2 		$310K Buy
25,246
+329
+1% +$4.43K ﹤0.01% 2372
2016
Q1 		$395K Buy
24,917
+1,865
+8% +$24.9K ﹤0.01% 2209
2015
Q4 		$345K Sell
23,052
-12,402
-35% -$237K ﹤0.01% 2283
2015
Q3 		$860K Buy
35,454
+1,063
+3% +$28.6K ﹤0.01% 1797
2015
Q2 		$975K Buy
34,391
+1,539
+5% +$46.2K ﹤0.01% 1684
2015
Q1 		$901K Buy
32,852
+4,907
+18% +$150K ﹤0.01% 1626
2014
Q4 		$1.01M Sell
27,945
-1,307
-4% -$42.1K ﹤0.01% 1482
2014
Q3 		$888K Sell
29,252
-989
-3% -$26.6K ﹤0.01% 1502
2014
Q2 		$867K Sell
30,241
-5,879
-16% -$166K ﹤0.01% 1601
2014
Q1 		$961K Buy
36,120
+2,139
+6% +$57.9K ﹤0.01% 1567
2013
Q4 		$1.13M Buy
33,981
+2,087
+7% +$72.2K ﹤0.01% 1431
2013
Q3 		$1.22M Sell
31,894
-2,157
-6% -$83.1K ﹤0.01% 1334
2013
Q2 		$1.28M Buy
+34,051
New +$1.23M ﹤0.01% 1274

Other funds holding UPBD

Vanguard Group
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Advisors's UPBD Position: Q4 2016 in Review

BlackRock Advisors reduced its Upbound Group (UPBD) stake by 2.7% in Q4 2016, selling an estimated $8.2K and leaving 26,286 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

BlackRock Advisors first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2013. 178 funds tracked by Wall St. Rank hold UPBD as of Q4 2016.

  • BlackRock Advisors held 26,286 shares of Upbound Group worth $296K as of Q4 2016.
  • BlackRock Advisors sold 736 Upbound Group shares in Q4 2016, an estimated $8.2K.
  • Upbound Group made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2506 holding.
  • BlackRock Advisors first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's Upbound Group position peaked at $1.28M in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Upbound Group as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.