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United Services Automobile Association’s Upbound Group UPBD Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-15,808
Closed -$421K – 1664
2019
Q2 		$421K Buy
15,808
+3,370
+27% +$80.1K ﹤0.01% 1695
2019
Q1 		$260K Sell
12,438
-988
-7% -$18.2K ﹤0.01% 1954
2018
Q4 		$217K Buy
13,426
+1,411
+12% +$20.5K ﹤0.01% 1986
2018
Q3 		$173K Sell
12,015
-829
-6% -$12.2K ﹤0.01% 2175
2018
Q2 		$189K Buy
12,844
+2,285
+22% +$24.8K ﹤0.01% 2149
2018
Q1 		$91K Buy
+10,559
New +$101K ﹤0.01% 2186
2017
Q3 		– Sell
-42,130
Closed -$494K – 1453
2017
Q2 		$494K Hold
42,130
– – ﹤0.01% 1317
2017
Q1 		$374K Buy
+42,130
New +$383K ﹤0.01% 1257
2013
Q4 		– Sell
-113,100
Closed -$4.31M – 1272
2013
Q3 		$4.31M Sell
113,100
-23,000
-17% -$887K 0.02% 698
2013
Q2 		$5.11M Buy
+136,100
New +$4.93M 0.02% 611

Other funds holding UPBD

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Services Automobile Association's UPBD Position: Q3 2019 in Review

United Services Automobile Association sold out of Upbound Group (UPBD) in Q3 2019, closing a stake of 15,808 shares — an estimated $421K sold.

United Services Automobile Association first reported a position in UPBD in Q2 2013 and held it in 10 quarters. The position peaked at $5.11M in Q2 2013. 223 funds tracked by Wall St. Rank hold UPBD as of Q3 2019.

  • United Services Automobile Association reported no remaining Upbound Group position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 15,808 Upbound Group shares in Q3 2019, an estimated $421K.
  • United Services Automobile Association first reported a position in Upbound Group in Q2 2013 and held it in 10 quarters.
  • United Services Automobile Association's Upbound Group position peaked at $5.11M in Q2 2013.
  • 223 funds tracked by Wall St. Rank held Upbound Group as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.