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Foundry Partners’s Upbound Group UPBD Stock Holding History

Foundry Partners’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
Q1 		– Sell
-177,550
Closed -$2M – 450
2016
Q4 		$2M Hold
177,550
– – 0.09% 307
2016
Q3 		$2.24M Buy
177,550
+8,254
+5% +$103K 0.12% 248
2016
Q2 		$2.08M Buy
+169,296
New +$2.28M 0.12% 261

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Foundry Partners's UPBD Position: Q1 2017 in Review

Foundry Partners sold out of Upbound Group (UPBD) in Q1 2017, closing a stake of 177,550 shares — an estimated $2M sold.

Foundry Partners first reported a position in UPBD in Q2 2016 and held it in 3 quarters. The position peaked at $2.24M in Q3 2016. 165 funds tracked by Wall St. Rank hold UPBD as of Q1 2017.

  • Foundry Partners reported no remaining Upbound Group position as of Q1 2017 after selling out during the quarter.
  • Foundry Partners sold 177,550 Upbound Group shares in Q1 2017, an estimated $2M.
  • Foundry Partners first reported a position in Upbound Group in Q2 2016 and held it in 3 quarters.
  • Foundry Partners's Upbound Group position peaked at $2.24M in Q3 2016.
  • 165 funds tracked by Wall St. Rank held Upbound Group as of Q1 2017.

Based on Foundry Partners's 13F filing for Q1 2017, filed 4 Apr 2017.