Massachusetts Financial Services
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Massachusetts Financial Services’s Upbound Group UPBD Stock Holding History

Massachusetts Financial Services’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
Q3 		– Sell
-164,700
Closed -$2.02M – 883
2016
Q2 		$2.02M Buy
164,700
+11,965
+8% +$161K ﹤0.01% 717
2016
Q1 		$2.42M Buy
152,735
+14,941
+11% +$199K ﹤0.01% 694
2015
Q4 		$2.06M Sell
137,794
-3,466
-2% -$66.2K ﹤0.01% 708
2015
Q3 		$3.43M Buy
141,260
+42,244
+43% +$1.13M ﹤0.01% 694
2015
Q2 		$2.81M Buy
99,016
+20,951
+27% +$629K ﹤0.01% 726
2015
Q1 		$2.14M Buy
78,065
+14,254
+22% +$434K ﹤0.01% 742
2014
Q4 		$2.32M Sell
63,811
-83,530
-57% -$2.69M ﹤0.01% 736
2014
Q3 		$4.47M Buy
147,341
+6,241
+4% +$168K ﹤0.01% 679
2014
Q2 		$4.05M Buy
141,100
+12,790
+10% +$362K ﹤0.01% 687
2014
Q1 		$3.41M Buy
+128,310
New +$3.48M ﹤0.01% 672

Other funds holding UPBD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return