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New Amsterdam Partners’s Upbound Group UPBD Stock Holding History

New Amsterdam Partners’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
-87,279
Closed -$1.07M – 131
2016
Q2 		$1.07M Buy
87,279
+675
+0.8% +$9.09K 0.26% 85
2016
Q1 		$1.37M Sell
86,604
-604,220
-87% -$8.06M 0.14% 88
2015
Q4 		$10.3M Buy
690,824
+27,905
+4% +$533K 1.07% 38
2015
Q3 		$16.1M Buy
+662,919
New +$17.8M 1.63% 29

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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Amsterdam Partners's UPBD Position: Q3 2016 in Review

New Amsterdam Partners sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 87,279 shares — an estimated $1.07M sold.

New Amsterdam Partners first reported a position in UPBD in Q3 2015 and held it in 4 quarters. The position peaked at $16.1M in Q3 2015. 184 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • New Amsterdam Partners reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • New Amsterdam Partners sold 87,279 Upbound Group shares in Q3 2016, an estimated $1.07M.
  • New Amsterdam Partners first reported a position in Upbound Group in Q3 2015 and held it in 4 quarters.
  • New Amsterdam Partners's Upbound Group position peaked at $16.1M in Q3 2015.
  • 184 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on New Amsterdam Partners's 13F filing for Q3 2016, filed 2 Nov 2016.