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MIG Capital’s Upbound Group UPBD Stock Holding History

MIG Capital’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
Q3 		– Sell
-289,400
Closed -$8.3M – 29
2014
Q2 		$8.3M Sell
289,400
-36,600
-11% -$1.04M 3.21% 17
2014
Q1 		$8.67M Buy
326,000
+67,000
+26% +$1.82M 3.23% 17
2013
Q4 		$8.63M Buy
259,000
+46,174
+22% +$1.6M 3.77% 16
2013
Q3 		$8.11M Hold
212,826
– – 3.65% 16
2013
Q2 		$7.99M Buy
+212,826
New +$7.71M 3.91% 14

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

MIG Capital's UPBD Position: Q3 2014 in Review

MIG Capital sold out of Upbound Group (UPBD) in Q3 2014, closing a stake of 289,400 shares — an estimated $8.3M sold.

MIG Capital first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $8.67M in Q1 2014. 186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • MIG Capital reported no remaining Upbound Group position as of Q3 2014 after selling out during the quarter.
  • MIG Capital sold 289,400 Upbound Group shares in Q3 2014, an estimated $8.3M.
  • MIG Capital first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • MIG Capital's Upbound Group position peaked at $8.67M in Q1 2014.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on MIG Capital's 13F filing for Q3 2014, filed 14 Nov 2014.