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BlackRock Group’s Upbound Group UPBD Stock Holding History

BlackRock Group’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 		$1.31M Buy
116,597
+38,469
+49% +$428K ﹤0.01% 2001
2016
Q3 		$989K Sell
78,128
-7,400
-9% -$92.6K ﹤0.01% 2044
2016
Q2 		$1.05M Buy
85,528
+3,545
+4% +$47.7K ﹤0.01% 1943
2016
Q1 		$1.3M Buy
81,983
+9,402
+13% +$125K ﹤0.01% 1787
2015
Q4 		$1.09M Buy
72,581
+18,288
+34% +$349K ﹤0.01% 1850
2015
Q3 		$1.32M Buy
54,293
+11,268
+26% +$303K ﹤0.01% 1723
2015
Q2 		$1.22M Buy
43,025
+4,265
+11% +$128K ﹤0.01% 1844
2015
Q1 		$1.06M Buy
38,760
+12,436
+47% +$379K ﹤0.01% 1840
2014
Q4 		$956K Buy
26,324
+6,976
+36% +$225K ﹤0.01% 1905
2014
Q3 		$587K Sell
19,348
-13,738
-42% -$369K ﹤0.01% 2097
2014
Q2 		$949K Sell
33,086
-4,077
-11% -$115K ﹤0.01% 1864
2014
Q1 		$989K Buy
37,163
+5,475
+17% +$148K ﹤0.01% 1992
2013
Q4 		$1.06M Sell
31,688
-8,010
-20% -$277K ﹤0.01% 1936
2013
Q3 		$1.51M Buy
39,698
+11,203
+39% +$432K ﹤0.01% 1650
2013
Q2 		$1.07M Buy
+28,495
New +$1.03M ﹤0.01% 1703

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 $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

BlackRock Group's UPBD Position: Q4 2016 in Review

BlackRock Group increased its Upbound Group (UPBD) stake by 49% in Q4 2016, buying an estimated $428K and bringing the position to 116,597 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

BlackRock Group first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2013. 178 funds tracked by Wall St. Rank hold UPBD as of Q4 2016.

  • BlackRock Group held 116,597 shares of Upbound Group worth $1.31M as of Q4 2016.
  • BlackRock Group bought 38,469 Upbound Group shares in Q4 2016, an estimated $428K.
  • Upbound Group made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2001 holding.
  • BlackRock Group first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Upbound Group position peaked at $1.51M in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Upbound Group as of Q4 2016.

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