Hutchin Hill Capital’s Upbound Group UPBD Stock Holding History

Hutchin Hill Capital’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	-61,500	Closed	-$546K	–	1053
2017 Q1	$546K	Sell	61,500 -206,500	-77%	-$1.88M	0.01%	626
2016 Q4	$3.02M	Buy	268,000 +134,900	+101%	+$1.5M	0.1%	256
2016 Q3	$1.68M	Buy	133,100 +45,900	+53%	+$574K	0.03%	269
2016 Q2	$1.07M	Buy	+87,200	New	+$1.17M	0.04%	328
2016 Q1	–	Sell	-117,500	Closed	-$1.76M	–	778
2015 Q4	$1.76M	Buy	+117,500	New	+$2.24M	0.04%	325
2015 Q3	–	Sell	-109,600	Closed	-$3.11M	–	756
2015 Q2	$3.11M	Buy	+109,600	New	+$3.29M	0.08%	231

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

Hutchin Hill Capital's UPBD Position: Q2 2017 in Review

Hutchin Hill Capital sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 61,500 shares — an estimated $546K sold.

Hutchin Hill Capital first reported a position in UPBD in Q2 2015 and held it in 6 quarters. The position peaked at $3.11M in Q2 2015. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

Hutchin Hill Capital reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
Hutchin Hill Capital sold 61,500 Upbound Group shares in Q2 2017, an estimated $546K.
Hutchin Hill Capital first reported a position in Upbound Group in Q2 2015 and held it in 6 quarters.
Hutchin Hill Capital's Upbound Group position peaked at $3.11M in Q2 2015.
176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on Hutchin Hill Capital's 13F filing for Q2 2017, filed 14 Aug 2017.