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UBS’s Upbound Group UPBD Stock Holding History

UBS’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
-200
Closed -$6K – 10783
2014
Q2 		$6K Buy
200
+100
+100% +$2.83K ﹤0.01% 9374
2014
Q1 		$3K Buy
+100
New +$2.71K ﹤0.01% 9873

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

UBS's UPBD Position: Q3 2014 in Review

UBS increased its Upbound Group (UPBD) stake by 289% in Q3 2014, buying an estimated $69.9K and bringing the position to 3,501 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #5929.

UBS first reported a position in UPBD in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2013. 186 funds tracked by Wall St. Rank hold UPBD as of Q3 2014.

  • UBS held 3,501 shares of Upbound Group worth $106K as of Q3 2014.
  • UBS bought 2,600 Upbound Group shares in Q3 2014, an estimated $69.9K.
  • Upbound Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5929 holding.
  • UBS first reported a position in Upbound Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's Upbound Group position peaked at $1.24M in Q2 2013.
  • 186 funds tracked by Wall St. Rank held Upbound Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.