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Emerald Acquisition’s Upbound Group UPBD Stock Holding History

Emerald Acquisition’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 		$661K Sell
52,238
-6,938
-12% -$86.8K ﹤0.01% 2328
2016
Q2 		$727K Buy
+59,176
New +$797K ﹤0.01% 2326

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

Emerald Acquisition's UPBD Position: Q3 2016 in Review

Emerald Acquisition reduced its Upbound Group (UPBD) stake by 12% in Q3 2016, selling an estimated $86.8K and leaving 52,238 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Emerald Acquisition first reported a position in UPBD in Q2 2016 and has held it in 2 quarters since. The position peaked at $727K in Q2 2016. 183 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Emerald Acquisition held 52,238 shares of Upbound Group worth $661K as of Q3 2016.
  • Emerald Acquisition sold 6,938 Upbound Group shares in Q3 2016, an estimated $86.8K.
  • Upbound Group made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2328 holding.
  • Emerald Acquisition first reported a position in Upbound Group in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Upbound Group position peaked at $727K in Q2 2016.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.