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Waddell & Reed Financial’s Upbound Group UPBD Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-219,000
Closed -$7.95M – 593
2014
Q4 		$7.95M Buy
+219,000
New +$7.05M 0.01% 447

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 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

Waddell & Reed Financial's UPBD Position: Q1 2015 in Review

Waddell & Reed Financial sold out of Upbound Group (UPBD) in Q1 2015, closing a stake of 219,000 shares — an estimated $7.95M sold.

Waddell & Reed Financial first reported a position in UPBD in Q4 2014 and held it in 1 quarter. The position peaked at $7.95M in Q4 2014. 188 funds tracked by Wall St. Rank hold UPBD as of Q1 2015.

  • Waddell & Reed Financial reported no remaining Upbound Group position as of Q1 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 219,000 Upbound Group shares in Q1 2015, an estimated $7.95M.
  • Waddell & Reed Financial first reported a position in Upbound Group in Q4 2014 and held it in 1 quarter.
  • Waddell & Reed Financial's Upbound Group position peaked at $7.95M in Q4 2014.
  • 188 funds tracked by Wall St. Rank held Upbound Group as of Q1 2015.

Based on Waddell & Reed Financial's 13F filing for Q1 2015, filed 15 May 2015.