NCCM
UPBD icon

Nine Chapters Capital Management’s Upbound Group UPBD Stock Holding History

Nine Chapters Capital Management’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
2015
Q4 		– Sell
-9,800
Closed -$238K – 521
2015
Q3 		$238K Sell
9,800
-83,600
-90% -$2.25M 0.02% 780
2015
Q2 		$2.65M Buy
+93,400
New +$2.8M 0.22% 117
2015
Q1 		– Sell
-38,100
Closed -$1.38M – 1135
2014
Q4 		$1.38M Buy
+38,100
New +$1.23M 0.12% 243

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nine Chapters Capital Management's UPBD Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 9,800 shares — an estimated $238K sold.

Nine Chapters Capital Management first reported a position in UPBD in Q4 2014 and held it in 3 quarters. The position peaked at $2.65M in Q2 2015. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

  • Nine Chapters Capital Management reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 9,800 Upbound Group shares in Q4 2015, an estimated $238K.
  • Nine Chapters Capital Management first reported a position in Upbound Group in Q4 2014 and held it in 3 quarters.
  • Nine Chapters Capital Management's Upbound Group position peaked at $2.65M in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.