Fondren Management’s Upbound Group UPBD Stock Holding History

Fondren 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
2017 Q2	–	Sell	-167,500	Closed	-$1.49M	–	49
2017 Q1	$1.49M	Buy	+167,500	New	+$1.52M	1.59%	18

Other funds holding UPBD

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fondren Management's UPBD Position: Q2 2017 in Review

Fondren Management sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 167,500 shares — an estimated $1.49M sold.

Fondren Management first reported a position in UPBD in Q1 2017 and held it in 1 quarter. The position peaked at $1.49M in Q1 2017. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

Fondren Management reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
Fondren Management sold 167,500 Upbound Group shares in Q2 2017, an estimated $1.49M.
Fondren Management first reported a position in Upbound Group in Q1 2017 and held it in 1 quarter.
Fondren Management's Upbound Group position peaked at $1.49M in Q1 2017.
176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on Fondren Management's 13F filing for Q2 2017, filed 14 Aug 2017.