DCM
UPBD icon

Dynamic Capital Management’s Upbound Group UPBD Stock Holding History

Dynamic 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
-57,141
Closed -$855K – 437
2015
Q4 		$855K Buy
57,141
+32,796
+135% +$626K 0.41% 68
2015
Q3 		$590K Buy
+24,345
New +$654K 0.16% 219
2014
Q1 		– Sell
-35,602
Closed -$1.19M – 522
2013
Q4 		$1.19M Buy
+35,602
New +$1.23M 0.22% 152

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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 $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dynamic Capital Management sold out of Upbound Group (UPBD) in Q1 2016, closing a stake of 57,141 shares — an estimated $855K sold.

Dynamic Capital Management first reported a position in UPBD in Q4 2013 and held it in 3 quarters. The position peaked at $1.19M in Q4 2013. 190 funds tracked by Wall St. Rank hold UPBD as of Q1 2016.

  • Dynamic Capital Management reported no remaining Upbound Group position as of Q1 2016 after selling out during the quarter.
  • Dynamic Capital Management sold 57,141 Upbound Group shares in Q1 2016, an estimated $855K.
  • Dynamic Capital Management first reported a position in Upbound Group in Q4 2013 and held it in 3 quarters.
  • Dynamic Capital Management's Upbound Group position peaked at $1.19M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Upbound Group as of Q1 2016.

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