QSS
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Quantitative Systematic Strategies’s Upbound Group UPBD Stock Holding History

Quantitative Systematic Strategies’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
-13,356
Closed -$162K – 497
2016
Q2 		$162K Buy
13,356
+2,491
+23% +$33.5K 0.08% 380
2016
Q1 		$166K Sell
10,865
-9,506
-47% -$127K 0.06% 258
2015
Q4 		$306K Buy
+20,371
New +$389K 0.08% 463

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

Quantitative Systematic Strategies's UPBD Position: Q3 2016 in Review

Quantitative Systematic Strategies sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 13,356 shares — an estimated $162K sold.

Quantitative Systematic Strategies first reported a position in UPBD in Q4 2015 and held it in 3 quarters. The position peaked at $306K in Q4 2015. 184 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Quantitative Systematic Strategies reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 13,356 Upbound Group shares in Q3 2016, an estimated $162K.
  • Quantitative Systematic Strategies first reported a position in Upbound Group in Q4 2015 and held it in 3 quarters.
  • Quantitative Systematic Strategies's Upbound Group position peaked at $306K in Q4 2015.
  • 184 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Quantitative Systematic Strategies's 13F filing for Q3 2016, filed 17 Nov 2016.