DLHL
UPBD icon

Donald L. Hagan LLC’s Upbound Group UPBD Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-1,302
Closed -$21K – 294
2016
Q1 		$21K Buy
+1,302
New +$17.4K 0.02% 201

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Donald L. Hagan LLC's UPBD Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Upbound Group (UPBD) in Q2 2016, closing a stake of 1,302 shares — an estimated $21K sold.

Donald L. Hagan LLC first reported a position in UPBD in Q1 2016 and held it in 1 quarter. The position peaked at $21K in Q1 2016. 202 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Upbound Group position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 1,302 Upbound Group shares in Q2 2016, an estimated $21K.
  • Donald L. Hagan LLC first reported a position in Upbound Group in Q1 2016 and held it in 1 quarter.
  • Donald L. Hagan LLC's Upbound Group position peaked at $21K in Q1 2016.
  • 202 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.