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SEI Trust Company’s Upbound Group UPBD Stock Holding History

SEI Trust Company’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
Q3 		$2.36M Buy
+77,800
New +$2.09M 0.02% 597

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SEI Trust Company's UPBD Position: Q3 2014 in Review

SEI Trust Company opened a new position in Upbound Group (UPBD) in Q3 2014: 77,800 shares worth $2.36M. The stake represents 0.02% of the portfolio and ranks #597 among its holdings.

186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • SEI Trust Company held 77,800 shares of Upbound Group worth $2.36M as of Q3 2014.
  • Upbound Group was a new SEI Trust Company position in Q3 2014.
  • Upbound Group made up 0.02% of SEI Trust Company's portfolio in Q3 2014, its #597 holding.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.