Man Investments (UK)’s Upbound Group UPBD Stock Holding History

Man Investments (UK)’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 Q1	–	Sell	-39,402	Closed	-$1.31M	–	795
2013 Q4	$1.31M	Buy	39,402 +21,021	+114%	+$728K	0.15%	290
2013 Q3	$700K	Sell	18,381 -8,125	-31%	-$313K	0.1%	390
2013 Q2	$995K	Buy	+26,506	New	+$960K	0.22%	289

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Man Investments (UK)'s UPBD Position: Q1 2014 in Review

Man Investments (UK) sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 39,402 shares — an estimated $1.31M sold.

Man Investments (UK) first reported a position in UPBD in Q2 2013 and held it in 3 quarters. The position peaked at $1.31M in Q4 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

Man Investments (UK) reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
Man Investments (UK) sold 39,402 Upbound Group shares in Q1 2014, an estimated $1.31M.
Man Investments (UK) first reported a position in Upbound Group in Q2 2013 and held it in 3 quarters.
Man Investments (UK)'s Upbound Group position peaked at $1.31M in Q4 2013.
183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on Man Investments (UK)'s 13F filing for Q1 2014, filed 15 May 2014.