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BlueMar Capital Management’s Upbound Group UPBD Stock Holding History

BlueMar Capital 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
Q1 		– Sell
-103,300
Closed -$1.55M – 61
2015
Q4 		$1.55M Buy
+103,300
New +$1.97M 0.72% 42

Other funds holding UPBD

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlueMar Capital Management's UPBD Position: Q1 2016 in Review

BlueMar Capital Management sold out of Upbound Group (UPBD) in Q1 2016, closing a stake of 103,300 shares — an estimated $1.55M sold.

BlueMar Capital Management first reported a position in UPBD in Q4 2015 and held it in 1 quarter. The position peaked at $1.55M in Q4 2015. 190 funds tracked by Wall St. Rank hold UPBD as of Q1 2016.

  • BlueMar Capital Management reported no remaining Upbound Group position as of Q1 2016 after selling out during the quarter.
  • BlueMar Capital Management sold 103,300 Upbound Group shares in Q1 2016, an estimated $1.55M.
  • BlueMar Capital Management first reported a position in Upbound Group in Q4 2015 and held it in 1 quarter.
  • BlueMar Capital Management's Upbound Group position peaked at $1.55M in Q4 2015.
  • 190 funds tracked by Wall St. Rank held Upbound Group as of Q1 2016.

Based on BlueMar Capital Management's 13F filing for Q1 2016, filed 16 May 2016.