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Clinton Group’s Upbound Group UPBD Stock Holding History

Clinton 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
Q3 		– Sell
-16,179
Closed -$199K – 1076
2016
Q2 		$199K Buy
+16,179
New +$218K 0.01% 835
2015
Q4 		– Sell
-8,993
Closed -$218K – 877
2015
Q3 		$218K Buy
+8,993
New +$242K 0.02% 613

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clinton Group's UPBD Position: Q3 2016 in Review

Clinton Group sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 16,179 shares — an estimated $199K sold.

Clinton Group first reported a position in UPBD in Q3 2015 and held it in 2 quarters. The position peaked at $218K in Q3 2015. 183 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Clinton Group reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • Clinton Group sold 16,179 Upbound Group shares in Q3 2016, an estimated $199K.
  • Clinton Group first reported a position in Upbound Group in Q3 2015 and held it in 2 quarters.
  • Clinton Group's Upbound Group position peaked at $218K in Q3 2015.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Clinton Group's 13F filing for Q3 2016, filed 14 Nov 2016.