RP
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Richard Pzena’s Upbound Group UPBD Stock Holding History

Richard Pzena’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
2017
Q1 		– Sell
-1,738,738
Closed -$19.6M – 167
2016
Q4 		$19.6M Sell
1,738,738
-86,741
-5% -$966K 0.11% 111
2016
Q3 		$23.1M Buy
1,825,479
+48,071
+3% +$601K 0.14% 106
2016
Q2 		$21.8M Sell
1,777,408
-5,848
-0.3% -$78.7K 0.14% 106
2016
Q1 		$28.3M Sell
1,783,256
-10,435
-0.6% -$139K 0.17% 97
2015
Q4 		$26.9M Buy
1,793,691
+921,702
+106% +$17.6M 0.17% 103
2015
Q3 		$21.1M Sell
871,989
-17,455
-2% -$469K 0.13% 108
2015
Q2 		$25.2M Buy
889,444
+10,225
+1% +$307K 0.14% 107
2015
Q1 		$24.1M Sell
879,219
-42,284
-5% -$1.29M 0.13% 106
2014
Q4 		$33.5M Sell
921,503
-410,180
-31% -$13.2M 0.18% 87
2014
Q3 		$40.4M Buy
1,331,683
+11,981
+0.9% +$322K 0.22% 78
2014
Q2 		$37.8M Sell
1,319,702
-213,845
-14% -$6.05M 0.21% 79
2014
Q1 		$40.8M Buy
1,533,547
+578,694
+61% +$15.7M 0.23% 74
2013
Q4 		$31.8M Buy
954,853
+7,775
+0.8% +$269K 0.19% 86
2013
Q3 		$36.1M Buy
947,078
+92,324
+11% +$3.56M 0.23% 76
2013
Q2 		$32.1M Buy
+854,754
New +$31M 0.21% 77

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Richard Pzena's UPBD Position: Q1 2017 in Review

Richard Pzena sold out of Upbound Group (UPBD) in Q1 2017, closing a stake of 1,738,738 shares — an estimated $19.6M sold.

Richard Pzena first reported a position in UPBD in Q2 2013 and held it in 15 quarters. The position peaked at $40.8M in Q1 2014. 165 funds tracked by Wall St. Rank hold UPBD as of Q1 2017.

  • Richard Pzena reported no remaining Upbound Group position as of Q1 2017 after selling out during the quarter.
  • Richard Pzena sold 1,738,738 Upbound Group shares in Q1 2017, an estimated $19.6M.
  • Richard Pzena first reported a position in Upbound Group in Q2 2013 and held it in 15 quarters.
  • Richard Pzena's Upbound Group position peaked at $40.8M in Q1 2014.
  • 165 funds tracked by Wall St. Rank held Upbound Group as of Q1 2017.

Based on Pzena Investment Management's 13F filing for Q1 2017, filed 5 May 2017.