Visium Asset Management’s Upbound Group UPBD Stock Holding History

Visium Asset 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
2015 Q3	–	Sell	-10,448	Closed	-$296K	–	1184
2015 Q2	$296K	Buy	+10,448	New	+$314K	﹤0.01%	818
2014 Q1	–	Sell	-6,788	Closed	-$226K	–	1033
2013 Q4	$226K	Buy	+6,788	New	+$235K	﹤0.01%	776

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCM

Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return

Visium Asset Management's UPBD Position: Q3 2015 in Review

Visium Asset Management sold out of Upbound Group (UPBD) in Q3 2015, closing a stake of 10,448 shares — an estimated $296K sold.

Visium Asset Management first reported a position in UPBD in Q4 2013 and held it in 2 quarters. The position peaked at $296K in Q2 2015. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2015.

Visium Asset Management reported no remaining Upbound Group position as of Q3 2015 after selling out during the quarter.
Visium Asset Management sold 10,448 Upbound Group shares in Q3 2015, an estimated $296K.
Visium Asset Management first reported a position in Upbound Group in Q4 2013 and held it in 2 quarters.
Visium Asset Management's Upbound Group position peaked at $296K in Q2 2015.
214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2015.

Based on Visium Asset Management's 13F filing for Q3 2015, filed 16 Nov 2015.