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Stevens Capital Management’s Upbound Group UPBD Stock Holding History

Stevens Capital Management’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
Q3 		– Sell
-26,937
Closed -$316K – 1091
2017
Q2 		$316K Buy
26,937
+9,601
+55% +$109K 0.01% 665
2017
Q1 		$154K Buy
+17,336
New +$158K 0.01% 793
2016
Q4 		– Sell
-17,344
Closed -$219K – 1119
2016
Q3 		$219K Sell
17,344
-39,994
-70% -$500K 0.01% 790
2016
Q2 		$704K Buy
+57,338
New +$772K 0.03% 490
2015
Q4 		– Sell
-15,340
Closed -$372K – 1154
2015
Q3 		$372K Sell
15,340
-5,650
-27% -$152K 0.02% 621
2015
Q2 		$595K Buy
+20,990
New +$630K 0.02% 571
2014
Q3 		– Sell
-13,396
Closed -$384K – 1260
2014
Q2 		$384K Buy
+13,396
New +$379K 0.01% 740
2014
Q1 		– Sell
-29,127
Closed -$971K – 1336
2013
Q4 		$971K Buy
+29,127
New +$1.01M 0.03% 485

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stevens Capital Management's UPBD Position: Q3 2017 in Review

Stevens Capital Management sold out of Upbound Group (UPBD) in Q3 2017, closing a stake of 26,937 shares — an estimated $316K sold.

Stevens Capital Management first reported a position in UPBD in Q4 2013 and held it in 8 quarters. The position peaked at $971K in Q4 2013. 187 funds tracked by Wall St. Rank hold UPBD as of Q3 2017.

  • Stevens Capital Management reported no remaining Upbound Group position as of Q3 2017 after selling out during the quarter.
  • Stevens Capital Management sold 26,937 Upbound Group shares in Q3 2017, an estimated $316K.
  • Stevens Capital Management first reported a position in Upbound Group in Q4 2013 and held it in 8 quarters.
  • Stevens Capital Management's Upbound Group position peaked at $971K in Q4 2013.
  • 187 funds tracked by Wall St. Rank held Upbound Group as of Q3 2017.

Based on Stevens Capital Management's 13F filing for Q3 2017, filed 1 Nov 2017.