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Suntrust Banks’s Upbound Group UPBD Stock Holding History

Suntrust Banks’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
Q2 		– Sell
-11,550
Closed -$306K – 1684
2014
Q1 		$306K Sell
11,550
-252
-2% -$6.83K ﹤0.01% 1558
2013
Q4 		$393K Sell
11,802
-117
-1% -$4.05K ﹤0.01% 1379
2013
Q3 		$453K Sell
11,919
-1,451
-11% -$55.9K ﹤0.01% 1275
2013
Q2 		$501K Buy
+13,370
New +$484K ﹤0.01% 1177

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
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
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Suntrust Banks's UPBD Position: Q2 2014 in Review

Suntrust Banks sold out of Upbound Group (UPBD) in Q2 2014, closing a stake of 11,550 shares — an estimated $306K sold.

Suntrust Banks first reported a position in UPBD in Q2 2013 and held it in 4 quarters. The position peaked at $501K in Q2 2013. 186 funds tracked by Wall St. Rank hold UPBD as of Q2 2014.

  • Suntrust Banks reported no remaining Upbound Group position as of Q2 2014 after selling out during the quarter.
  • Suntrust Banks sold 11,550 Upbound Group shares in Q2 2014, an estimated $306K.
  • Suntrust Banks first reported a position in Upbound Group in Q2 2013 and held it in 4 quarters.
  • Suntrust Banks's Upbound Group position peaked at $501K in Q2 2013.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q2 2014.

Based on Suntrust Banks's 13F filing for Q2 2014, filed 14 Aug 2014.