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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 $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Markel Group's UPBD Position: Q2 2016 in Review

Markel Group sold out of Upbound Group (UPBD) in Q2 2016, closing a stake of 238,000 shares — an estimated $3.77M sold.

Markel Group first reported a position in UPBD in Q2 2014 and held it in 8 quarters. The position peaked at $6.9M in Q4 2014. 202 funds tracked by Wall St. Rank hold UPBD as of Q2 2016.

  • Markel Group reported no remaining Upbound Group position as of Q2 2016 after selling out during the quarter.
  • Markel Group sold 238,000 Upbound Group shares in Q2 2016, an estimated $3.77M.
  • Markel Group first reported a position in Upbound Group in Q2 2014 and held it in 8 quarters.
  • Markel Group's Upbound Group position peaked at $6.9M in Q4 2014.
  • 202 funds tracked by Wall St. Rank held Upbound Group as of Q2 2016.

Based on Markel Group's 13F filing for Q2 2016, filed 5 Aug 2016.