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Markel Group’s Upbound Group UPBD Stock Holding History

Markel Group’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
Q2 		– Sell
-238,000
Closed -$3.77M – 139
2016
Q1 		$3.77M Hold
238,000
– – 0.1% 97
2015
Q4 		$3.56M Hold
238,000
– – 0.1% 96
2015
Q3 		$5.77M Buy
238,000
+2,000
+0.8% +$53.7K 0.15% 89
2015
Q2 		$6.69M Buy
236,000
+21,000
+10% +$630K 0.17% 88
2015
Q1 		$5.9M Buy
215,000
+25,000
+13% +$762K 0.15% 89
2014
Q4 		$6.9M Buy
190,000
+16,000
+9% +$515K 0.17% 81
2014
Q3 		$5.28M Buy
174,000
+64,000
+58% +$1.72M 0.15% 83
2014
Q2 		$3.15M Buy
+110,000
New +$3.11M 0.09% 88

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return