SSB
UPBD icon

Sandy Spring Bank’s Upbound Group UPBD Stock Holding History

Sandy Spring Bank’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
-745
Closed -$9K – 889
2016
Q2 		$9K Sell
745
-75
-9% -$1.01K ﹤0.01% 685
2016
Q1 		$13K Buy
820
+200
+32% +$2.67K ﹤0.01% 628
2015
Q4 		$9K Buy
620
+100
+19% +$1.91K ﹤0.01% 677
2015
Q3 		$13K Hold
520
– – ﹤0.01% 617
2015
Q2 		$15K Buy
+520
New +$15.6K ﹤0.01% 632

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

Sandy Spring Bank's UPBD Position: Q3 2016 in Review

Sandy Spring Bank sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 745 shares — an estimated $9K sold.

Sandy Spring Bank first reported a position in UPBD in Q2 2015 and held it in 5 quarters. The position peaked at $15K in Q2 2015. 184 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Sandy Spring Bank reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • Sandy Spring Bank sold 745 Upbound Group shares in Q3 2016, an estimated $9K.
  • Sandy Spring Bank first reported a position in Upbound Group in Q2 2015 and held it in 5 quarters.
  • Sandy Spring Bank's Upbound Group position peaked at $15K in Q2 2015.
  • 184 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Sandy Spring Bank's 13F filing for Q3 2016, filed 7 Nov 2016.