General Motors Investment Management’s Upbound Group UPBD Stock Holding History

General Motors Investment 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
2015 Q2	–	Sell	-21,299	Closed	-$584K	–	603
2015 Q1	$584K	Sell	21,299 -694	-3%	-$21.1K	0.05%	420
2014 Q4	$799K	Sell	21,993 -1,995	-8%	-$64.3K	0.06%	353
2014 Q3	$728K	Hold	23,988	–	–	0.06%	373
2014 Q2	$688K	Buy	23,988 +2,229	+10%	+$63K	0.06%	401
2014 Q1	$579K	Sell	21,759 -331	-1%	-$8.97K	0.05%	418
2013 Q4	$736K	Buy	22,090 +3,192	+17%	+$110K	0.06%	374
2013 Q3	$720K	Hold	18,898	–	–	0.06%	359
2013 Q2	$710K	Buy	+18,898	New	+$685K	0.06%	340

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

HCM

Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

General Motors Investment Management's UPBD Position: Q2 2015 in Review

General Motors Investment Management sold out of Upbound Group (UPBD) in Q2 2015, closing a stake of 21,299 shares — an estimated $584K sold.

General Motors Investment Management first reported a position in UPBD in Q2 2013 and held it in 8 quarters. The position peaked at $799K in Q4 2014. 220 funds tracked by Wall St. Rank hold UPBD as of Q2 2015.

General Motors Investment Management reported no remaining Upbound Group position as of Q2 2015 after selling out during the quarter.
General Motors Investment Management sold 21,299 Upbound Group shares in Q2 2015, an estimated $584K.
General Motors Investment Management first reported a position in Upbound Group in Q2 2013 and held it in 8 quarters.
General Motors Investment Management's Upbound Group position peaked at $799K in Q4 2014.
220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2015.

Based on General Motors Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.