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UPBD icon

TradeWorx’s Upbound Group UPBD Stock Holding History

TradeWorx’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 		– Sell
-8,509
Closed -$244K – 374
2014
Q2 		$244K Buy
+8,509
New +$241K 0.2% 217
2014
Q1 		– Sell
-9,589
Closed -$320K – 553
2013
Q4 		$320K Buy
+9,589
New +$332K 0.14% 256

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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 $62.3B AUM 26.25% 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 $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TradeWorx's UPBD Position: Q3 2014 in Review

TradeWorx sold out of Upbound Group (UPBD) in Q3 2014, closing a stake of 8,509 shares — an estimated $244K sold.

TradeWorx first reported a position in UPBD in Q4 2013 and held it in 2 quarters. The position peaked at $320K in Q4 2013. 186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • TradeWorx reported no remaining Upbound Group position as of Q3 2014 after selling out during the quarter.
  • TradeWorx sold 8,509 Upbound Group shares in Q3 2014, an estimated $244K.
  • TradeWorx first reported a position in Upbound Group in Q4 2013 and held it in 2 quarters.
  • TradeWorx's Upbound Group position peaked at $320K in Q4 2013.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.