CGT
UPBD icon

Capital Guardian Trust’s Upbound Group UPBD Stock Holding History

Capital Guardian Trust’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
2015
Q2 		– Sell
-208
Closed -$6K – 769
2015
Q1 		$6K Buy
+208
New +$6.34K ﹤0.01% 675

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Guardian Trust's UPBD Position: Q2 2015 in Review

Capital Guardian Trust sold out of Upbound Group (UPBD) in Q2 2015, closing a stake of 208 shares — an estimated $6K sold.

Capital Guardian Trust first reported a position in UPBD in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 220 funds tracked by Wall St. Rank hold UPBD as of Q2 2015.

  • Capital Guardian Trust reported no remaining Upbound Group position as of Q2 2015 after selling out during the quarter.
  • Capital Guardian Trust sold 208 Upbound Group shares in Q2 2015, an estimated $6K.
  • Capital Guardian Trust first reported a position in Upbound Group in Q1 2015 and held it in 1 quarter.
  • Capital Guardian Trust's Upbound Group position peaked at $6K in Q1 2015.
  • 220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2015.

Based on Capital Guardian Trust's 13F filing for Q2 2015, filed 14 Aug 2015.