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Richard Bernstein Advisors’s Upbound Group UPBD Stock Holding History

Richard Bernstein 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
2015
Q4 		– Sell
-3,323
Closed -$81K – 148
2015
Q3 		$81K Hold
3,323
– – 0.01% 154
2015
Q2 		$94K Hold
3,323
– – 0.01% 188
2015
Q1 		$91K Hold
3,323
– – 0.01% 235
2014
Q4 		$121K Hold
3,323
– – 0.01% 253
2014
Q3 		$101K Buy
+3,323
New +$89.3K 0.01% 263

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 $3.37T AUM 44.26% 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

Richard Bernstein Advisors's UPBD Position: Q4 2015 in Review

Richard Bernstein Advisors sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 3,323 shares — an estimated $81K sold.

Richard Bernstein Advisors first reported a position in UPBD in Q3 2014 and held it in 5 quarters. The position peaked at $121K in Q4 2014. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

  • Richard Bernstein Advisors reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
  • Richard Bernstein Advisors sold 3,323 Upbound Group shares in Q4 2015, an estimated $81K.
  • Richard Bernstein Advisors first reported a position in Upbound Group in Q3 2014 and held it in 5 quarters.
  • Richard Bernstein Advisors's Upbound Group position peaked at $121K in Q4 2014.
  • 205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Richard Bernstein Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.