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Scout Investments’s Upbound Group UPBD Stock Holding History

Scout Investments’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
2014
Q1 		– Sell
-29,750
Closed -$992K – 304
2013
Q4 		$992K Buy
29,750
+50
+0.2% +$1.73K 0.01% 244
2013
Q3 		$1.13M Sell
29,700
-1,100
-4% -$42.4K 0.01% 321
2013
Q2 		$1.16M Buy
+30,800
New +$1.12M 0.01% 232

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
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Scout Investments's UPBD Position: Q1 2014 in Review

Scout Investments sold out of Upbound Group (UPBD) in Q1 2014, closing a stake of 29,750 shares — an estimated $992K sold.

Scout Investments first reported a position in UPBD in Q2 2013 and held it in 3 quarters. The position peaked at $1.16M in Q2 2013. 183 funds tracked by Wall St. Rank hold UPBD as of Q1 2014.

  • Scout Investments reported no remaining Upbound Group position as of Q1 2014 after selling out during the quarter.
  • Scout Investments sold 29,750 Upbound Group shares in Q1 2014, an estimated $992K.
  • Scout Investments first reported a position in Upbound Group in Q2 2013 and held it in 3 quarters.
  • Scout Investments's Upbound Group position peaked at $1.16M in Q2 2013.
  • 183 funds tracked by Wall St. Rank held Upbound Group as of Q1 2014.

Based on Scout Investments's 13F filing for Q1 2014, filed 20 May 2014.