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Skylands Capital’s Upbound Group UPBD Stock Holding History

Skylands Capital’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
-700
Closed -$8K – 187
2016
Q4 		$8K Hold
700
– – ﹤0.01% 179
2016
Q3 		$9K Hold
700
– – ﹤0.01% 180
2016
Q2 		$9K Hold
700
– – ﹤0.01% 184
2016
Q1 		$11K Sell
700
-13,500
-95% -$180K ﹤0.01% 186
2015
Q4 		$213K Sell
14,200
-5,427
-28% -$104K 0.03% 175
2015
Q3 		$476K Sell
19,627
-3,000
-13% -$80.6K 0.06% 155
2015
Q2 		$641K Sell
22,627
-6,100
-21% -$183K 0.07% 173
2015
Q1 		$788K Sell
28,727
-6,173
-18% -$188K 0.08% 162
2014
Q4 		$1.27M Sell
34,900
-21,100
-38% -$680K 0.13% 133
2014
Q3 		$1.7M Sell
56,000
-65,288
-54% -$1.76M 0.17% 126
2014
Q2 		$3.48M Sell
121,288
-41,762
-26% -$1.18M 0.34% 64
2014
Q1 		$4.34M Sell
163,050
-106,104
-39% -$2.87M 0.45% 53
2013
Q4 		$8.97M Buy
269,154
+24,554
+10% +$850K 0.97% 25
2013
Q3 		$9.32M Sell
244,600
-60,375
-20% -$2.33M 1.04% 22
2013
Q2 		$11.5M Buy
+304,975
New +$11M 1.37% 14

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

Skylands Capital's UPBD Position: Q1 2017 in Review

Skylands Capital sold out of Upbound Group (UPBD) in Q1 2017, closing a stake of 700 shares — an estimated $8K sold.

Skylands Capital first reported a position in UPBD in Q2 2013 and held it in 15 quarters. The position peaked at $11.5M in Q2 2013. 165 funds tracked by Wall St. Rank hold UPBD as of Q1 2017.

  • Skylands Capital reported no remaining Upbound Group position as of Q1 2017 after selling out during the quarter.
  • Skylands Capital sold 700 Upbound Group shares in Q1 2017, an estimated $8K.
  • Skylands Capital first reported a position in Upbound Group in Q2 2013 and held it in 15 quarters.
  • Skylands Capital's Upbound Group position peaked at $11.5M in Q2 2013.
  • 165 funds tracked by Wall St. Rank held Upbound Group as of Q1 2017.

Based on Skylands Capital's 13F filing for Q1 2017, filed 17 Apr 2017.