Hussman Strategic Advisors’s Upbound Group UPBD Stock Holding History

Hussman Strategic Advisors’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 Q3	–	Sell	-150,000	Closed	-$4.25M	–	233
2015 Q2	$4.25M	Sell	150,000 -3,000	-2%	-$90K	0.49%	83
2015 Q1	$4.2M	Buy	153,000 +150,000	+5,000%	+$4.57M	0.44%	90
2014 Q4	$109K	Sell	3,000 -3,000	-50%	-$96.6K	0.01%	175
2014 Q3	$182K	Hold	6,000	–	–	0.02%	175
2014 Q2	$172K	Buy	+6,000	New	+$170K	0.01%	162

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCM

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

Hussman Strategic Advisors's UPBD Position: Q3 2015 in Review

Hussman Strategic Advisors sold out of Upbound Group (UPBD) in Q3 2015, closing a stake of 150,000 shares — an estimated $4.25M sold.

Hussman Strategic Advisors first reported a position in UPBD in Q2 2014 and held it in 5 quarters. The position peaked at $4.25M in Q2 2015. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2015.

Hussman Strategic Advisors reported no remaining Upbound Group position as of Q3 2015 after selling out during the quarter.
Hussman Strategic Advisors sold 150,000 Upbound Group shares in Q3 2015, an estimated $4.25M.
Hussman Strategic Advisors first reported a position in Upbound Group in Q2 2014 and held it in 5 quarters.
Hussman Strategic Advisors's Upbound Group position peaked at $4.25M in Q2 2015.
214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2015.

Based on Hussman Strategic Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.