Irving Magee Investment Management’s Upbound Group UPBD Stock Holding History

Irving Magee 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
2016 Q4	–	Sell	-148,127	Closed	-$1.87M	–	50
2016 Q3	$1.87M	Hold	148,127	–	–	0.85%	46
2016 Q2	$1.82M	Buy	148,127 +1	+0%	+$13	0.89%	46
2016 Q1	$2.35M	Buy	148,126 +1	+0%	+$13	1.19%	44
2015 Q4	$2.22M	Hold	148,125	–	–	1.13%	43
2015 Q3	$3.59M	Buy	148,125 +1	+0%	+$27	1.87%	26
2015 Q2	$4.2M	Buy	148,124 +1	+0%	+$30	1.83%	24
2015 Q1	$4.06M	Hold	148,123	–	–	1.76%	31
2014 Q4	$5.38M	Buy	148,123 +62	+0%	+$2K	2.39%	17
2014 Q3	$4.49M	Hold	148,061	–	–	2.08%	19
2014 Q2	$4.25M	Hold	148,061	–	–	1.92%	24
2014 Q1	$3.94M	Hold	148,061	–	–	1.79%	25
2013 Q4	$4.94M	Hold	148,061	–	–	2.25%	14
2013 Q3	$5.64M	Hold	148,061	–	–	2.86%	9
2013 Q2	$5.56M	Buy	+148,061	New	+$5.36M	3.07%	7

Other funds holding UPBD

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

BFA

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

FCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Irving Magee Investment Management's UPBD Position: Q4 2016 in Review

Irving Magee Investment Management sold out of Upbound Group (UPBD) in Q4 2016, closing a stake of 148,127 shares — an estimated $1.87M sold.

Irving Magee Investment Management first reported a position in UPBD in Q2 2013 and held it in 14 quarters. The position peaked at $5.64M in Q3 2013. 178 funds tracked by Wall St. Rank hold UPBD as of Q4 2016.

Irving Magee Investment Management reported no remaining Upbound Group position as of Q4 2016 after selling out during the quarter.
Irving Magee Investment Management sold 148,127 Upbound Group shares in Q4 2016, an estimated $1.87M.
Irving Magee Investment Management first reported a position in Upbound Group in Q2 2013 and held it in 14 quarters.
Irving Magee Investment Management's Upbound Group position peaked at $5.64M in Q3 2013.
178 funds tracked by Wall St. Rank held Upbound Group as of Q4 2016.

Based on Irving Magee Investment Management's 13F filing for Q4 2016, filed 3 Feb 2017.