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NS Advisors’s Upbound Group UPBD Stock Holding History

NS Advisors’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
2013
Q4 		– Sell
-97,189
Closed -$3.7M – 16
2013
Q3 		$3.7M Sell
97,189
-114,793
-54% -$4.42M 2.73% 13
2013
Q2 		$7.96M Buy
+211,982
New +$7.68M 5.42% 10

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NS Advisors's UPBD Position: Q4 2013 in Review

NS Advisors sold out of Upbound Group (UPBD) in Q4 2013, closing a stake of 97,189 shares — an estimated $3.7M sold.

NS Advisors first reported a position in UPBD in Q2 2013 and held it in 2 quarters. The position peaked at $7.96M in Q2 2013. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2013.

  • NS Advisors reported no remaining Upbound Group position as of Q4 2013 after selling out during the quarter.
  • NS Advisors sold 97,189 Upbound Group shares in Q4 2013, an estimated $3.7M.
  • NS Advisors first reported a position in Upbound Group in Q2 2013 and held it in 2 quarters.
  • NS Advisors's Upbound Group position peaked at $7.96M in Q2 2013.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2013.

Based on NS Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.