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BlackRock Investment Management’s Upbound Group UPBD Stock Holding History

BlackRock Investment Management’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 		$3.2M Buy
284,134
+45,888
+19% +$511K ﹤0.01% 1883
2016
Q3 		$3.01M Sell
238,246
-1,798
-0.7% -$22.5K ﹤0.01% 1853
2016
Q2 		$2.95M Buy
240,044
+12,751
+6% +$172K ﹤0.01% 1823
2016
Q1 		$3.6M Sell
227,293
-93,328
-29% -$1.25M ﹤0.01% 1596
2015
Q4 		$4.8M Buy
320,621
+1,212
+0.4% +$23.1K 0.01% 1417
2015
Q3 		$7.75M Buy
319,409
+1,145
+0.4% +$30.8K 0.01% 1083
2015
Q2 		$9.02M Buy
318,264
+24,733
+8% +$742K 0.01% 1067
2015
Q1 		$8.05M Buy
293,531
+3,255
+1% +$99.2K 0.01% 1075
2014
Q4 		$10.5M Sell
290,276
-2,465
-0.8% -$79.4K 0.01% 909
2014
Q3 		$8.88M Buy
292,741
+2,631
+0.9% +$70.7K 0.01% 987
2014
Q2 		$8.32M Sell
290,110
-18,600
-6% -$526K 0.01% 1087
2014
Q1 		$8.21M Sell
308,710
-2,789
-0.9% -$75.6K 0.01% 1051
2013
Q4 		$10.4M Sell
311,499
-5,462
-2% -$189K 0.02% 889
2013
Q3 		$12.1M Sell
316,961
-9,488
-3% -$366K 0.02% 716
2013
Q2 		$12.3M Buy
+326,449
New +$11.8M 0.02% 644

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 Investment Management's UPBD Position: Q4 2016 in Review

BlackRock Investment Management increased its Upbound Group (UPBD) stake by 19% in Q4 2016, buying an estimated $511K and bringing the position to 284,134 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

BlackRock Investment Management first reported a position in UPBD in Q2 2013 and has held it in 15 quarters since. The position peaked at $12.3M in Q2 2013. 177 funds tracked by Wall St. Rank hold UPBD as of Q4 2016.

  • BlackRock Investment Management held 284,134 shares of Upbound Group worth $3.2M as of Q4 2016.
  • BlackRock Investment Management bought 45,888 Upbound Group shares in Q4 2016, an estimated $511K.
  • Upbound Group made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1883 holding.
  • BlackRock Investment Management first reported a position in Upbound Group in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's Upbound Group position peaked at $12.3M in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Upbound Group as of Q4 2016.

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