Dimensional Fund Advisors
UPL

Dimensional Fund Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Dimensional Fund Advisors’s Portfolio UPL Stock Details UPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,626,811
Closed -$653K – 3485
2019
Q2 		$653K Hold
3,626,811
– – ﹤0.01% 3144
2019
Q1 		$2.21M Sell
3,626,811
-132,680
-4% -$96.7K ﹤0.01% 2871
2018
Q4 		$2.86M Sell
3,759,491
-35,178
-0.9% -$44.5K ﹤0.01% 2757
2018
Q3 		$4.25M Sell
3,794,669
-86,334
-2% -$128K ﹤0.01% 2724
2018
Q2 		$8.96M Buy
3,881,003
+708,536
+22% +$1.72M ﹤0.01% 2468
2018
Q1 		$13.2M Buy
3,172,467
+669,992
+27% +$3.92M 0.01% 2262
2017
Q4 		$22.7M Buy
2,502,475
+629,899
+34% +$5.5M 0.01% 1999
2017
Q3 		$16.2M Buy
+1,872,576
New +$17.1M 0.01% 2155
2016
Q2 		– Sell
-390,161
Closed -$194K – 3307
2016
Q1 		$194K Sell
390,161
-6,455
-2% -$7.63K ﹤0.01% 3183
2015
Q4 		$991K Sell
396,616
-4,136
-1% -$19.3K ﹤0.01% 2958
2015
Q3 		$2.56M Sell
400,752
-55,395
-12% -$438K ﹤0.01% 2745
2015
Q2 		$5.71M Sell
456,147
-8,300
-2% -$126K ﹤0.01% 2527
2015
Q1 		$7.26M Sell
464,447
-4,134
-0.9% -$60K ﹤0.01% 2394
2014
Q4 		$6.17M Buy
468,581
+68,343
+17% +$1.38M ﹤0.01% 2482
2014
Q3 		$9.31M Buy
400,238
+2,820
+0.7% +$70.7K 0.01% 2245
2014
Q2 		$11.8M Buy
397,418
+15,707
+4% +$446K 0.01% 2105
2014
Q1 		$10.3M Buy
381,711
+11,603
+3% +$277K 0.01% 2174
2013
Q4 		$8.01M Buy
370,108
+1,153
+0.3% +$23.5K 0.01% 2319
2013
Q3 		$7.59M Buy
368,955
+24,568
+7% +$517K 0.01% 2302
2013
Q2 		$6.83M Buy
+344,387
New +$7.36M 0.01% 2293

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors's UPL Position: Q3 2019 in Review

Dimensional Fund Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q3 2019, closing a stake of 3,626,811 shares — an estimated $653K sold.

Dimensional Fund Advisors first reported a position in UPL in Q2 2013 and held it in 20 quarters. The position peaked at $22.7M in Q4 2017. 17 funds tracked by Wall St. Rank hold UPL as of Q3 2019.

  • Dimensional Fund Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Dimensional Fund Advisors sold 3,626,811 Ultra Petroleum Corp. Common Stock shares in Q3 2019, an estimated $653K.
  • Dimensional Fund Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 20 quarters.
  • Dimensional Fund Advisors's Ultra Petroleum Corp. Common Stock position peaked at $22.7M in Q4 2017.
  • 17 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q3 2019.

Based on Dimensional Fund Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.