KeyBank National Association
UPBD icon

KeyBank National Association’s Upbound Group UPBD Stock Holding History

KeyBank National Association’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
2013
Q4 		– Sell
-22,676
Closed -$864K – 1288
2013
Q3 		$864K Sell
22,676
-628,652
-97% -$24.2M 0.01% 683
2013
Q2 		$24.5M Buy
+651,328
New +$23.6M 0.09% 267

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KeyBank National Association's UPBD Position: Q4 2013 in Review

KeyBank National Association sold out of Upbound Group (UPBD) in Q4 2013, closing a stake of 22,676 shares — an estimated $864K sold.

KeyBank National Association first reported a position in UPBD in Q2 2013 and held it in 2 quarters. The position peaked at $24.5M in Q2 2013. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2013.

  • KeyBank National Association reported no remaining Upbound Group position as of Q4 2013 after selling out during the quarter.
  • KeyBank National Association sold 22,676 Upbound Group shares in Q4 2013, an estimated $864K.
  • KeyBank National Association first reported a position in Upbound Group in Q2 2013 and held it in 2 quarters.
  • KeyBank National Association's Upbound Group position peaked at $24.5M in Q2 2013.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2013.

Based on KeyBank National Association's 13F filing for Q4 2013, filed 13 Feb 2014.