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BlackRock Fund Advisors’s Upbound Group UPBD Stock Holding History

BlackRock Fund 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 		$48.1M Buy
4,273,434
+561,934
+15% +$6.26M 0.01% 1711
2016
Q3 		$46.9M Buy
3,711,500
+291,330
+9% +$3.64M 0.01% 1621
2016
Q2 		$42M Buy
3,420,170
+101,674
+3% +$1.37M 0.01% 1607
2016
Q1 		$52.6M Buy
3,318,496
+817,206
+33% +$10.9M 0.01% 1424
2015
Q4 		$37.4M Buy
2,501,290
+54,364
+2% +$1.04M 0.01% 1671
2015
Q3 		$59.3M Buy
2,446,926
+727
+0% +$19.5K 0.02% 1302
2015
Q2 		$69.3M Sell
2,446,199
-35,199
-1% -$1.06M 0.02% 1291
2015
Q1 		$68.1M Buy
2,481,398
+54,981
+2% +$1.68M 0.02% 1292
2014
Q4 		$88.1M Buy
2,426,417
+176,414
+8% +$5.68M 0.02% 1041
2014
Q3 		$68.3M Sell
2,250,003
-32,504
-1% -$874K 0.02% 1142
2014
Q2 		$65.5M Sell
2,282,507
-53,088
-2% -$1.5M 0.02% 1221
2014
Q1 		$62.1M Sell
2,335,595
-109,625
-4% -$2.97M 0.02% 1245
2013
Q4 		$81.5M Buy
2,445,220
+88,321
+4% +$3.06M 0.02% 1001
2013
Q3 		$89.8M Sell
2,356,899
-6,825
-0.3% -$263K 0.03% 842
2013
Q2 		$88.8M Buy
+2,363,724
New +$85.6M 0.03% 741

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BlackRock Fund Advisors's UPBD Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Upbound Group (UPBD) stake by 15% in Q4 2016, buying an estimated $6.26M and bringing the position to 4,273,434 shares worth $48.1M. The position accounts for 0.01% of the portfolio, ranked #1711.

BlackRock Fund Advisors first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $89.8M in Q3 2013. 178 funds tracked by Wall St. Rank hold UPBD as of Q4 2016.

  • BlackRock Fund Advisors held 4,273,434 shares of Upbound Group worth $48.1M as of Q4 2016.
  • BlackRock Fund Advisors bought 561,934 Upbound Group shares in Q4 2016, an estimated $6.26M.
  • Upbound Group made up 0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #1711 holding.
  • BlackRock Fund Advisors first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Fund Advisors's Upbound Group position peaked at $89.8M in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Upbound Group as of Q4 2016.

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