Loews Corp’s Upbound Group UPBD Stock Holding History

Loews Corp’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
2014 Q4	–	Sell	-8,608	Closed	-$261K	–	184
2014 Q3	$261K	Sell	8,608 -2,981	-26%	-$80.2K	﹤0.01%	147
2014 Q2	$332K	Sell	11,589 -2,375	-17%	-$67.2K	﹤0.01%	139
2014 Q1	$371K	Buy	13,964 +4,350	+45%	+$118K	﹤0.01%	149
2013 Q4	$321K	Buy	9,614 +450	+5%	+$15.6K	﹤0.01%	151
2013 Q3	$349K	Buy	9,164 +275	+3%	+$10.6K	﹤0.01%	139
2013 Q2	$334K	Buy	+8,889	New	+$322K	﹤0.01%	132

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

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

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

WHG

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loews Corp's UPBD Position: Q4 2014 in Review

Loews Corp sold out of Upbound Group (UPBD) in Q4 2014, closing a stake of 8,608 shares — an estimated $261K sold.

Loews Corp first reported a position in UPBD in Q2 2013 and held it in 6 quarters. The position peaked at $371K in Q1 2014. 192 funds tracked by Wall St. Rank hold UPBD as of Q4 2014.

Loews Corp reported no remaining Upbound Group position as of Q4 2014 after selling out during the quarter.
Loews Corp sold 8,608 Upbound Group shares in Q4 2014, an estimated $261K.
Loews Corp first reported a position in Upbound Group in Q2 2013 and held it in 6 quarters.
Loews Corp's Upbound Group position peaked at $371K in Q1 2014.
192 funds tracked by Wall St. Rank held Upbound Group as of Q4 2014.

Based on Loews Corp's 13F filing for Q4 2014, filed 12 Feb 2015.