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Liberty Mutual Group Asset Management’s Upbound Group UPBD Stock Holding History

Liberty Mutual Group Asset 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
Q1 		– Sell
-32,603
Closed -$489K – 1016
2015
Q4 		$489K Buy
32,603
+10,073
+45% +$192K 0.02% 864
2015
Q3 		$547K Buy
22,530
+317
+1% +$8.51K 0.02% 989
2015
Q2 		$628K Buy
22,213
+4,259
+24% +$128K 0.02% 990
2015
Q1 		$494K Buy
17,954
+894
+5% +$27.2K 0.02% 990
2014
Q4 		$619K Sell
17,060
-123
-0.7% -$3.96K 0.02% 958
2014
Q3 		$522K Sell
17,183
-84,580
-83% -$2.27M 0.02% 1000
2014
Q2 		$2.92M Sell
101,763
-7,709
-7% -$218K 0.09% 235
2014
Q1 		$2.91M Buy
109,472
+40,614
+59% +$1.1M 0.1% 215
2013
Q4 		$2.3M Buy
68,858
+2,100
+3% +$72.7K 0.08% 271
2013
Q3 		$2.54M Buy
66,758
+35,445
+113% +$1.37M 0.1% 222
2013
Q2 		$1.18M Buy
+31,313
New +$1.13M 0.05% 495

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return