WC
UPBD icon

Walthausen & Co’s Upbound Group UPBD Stock Holding History

Walthausen & Co’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
2013
Q3 		– Sell
-438,256
Closed -$16.5M – 124
2013
Q2 		$16.5M Buy
+438,256
New +$15.9M 1.66% 11

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Walthausen & Co's UPBD Position: Q3 2013 in Review

Walthausen & Co sold out of Upbound Group (UPBD) in Q3 2013, closing a stake of 438,256 shares — an estimated $16.5M sold.

Walthausen & Co first reported a position in UPBD in Q2 2013 and held it in 1 quarter. The position peaked at $16.5M in Q2 2013. 192 funds tracked by Wall St. Rank hold UPBD as of Q3 2013.

  • Walthausen & Co reported no remaining Upbound Group position as of Q3 2013 after selling out during the quarter.
  • Walthausen & Co sold 438,256 Upbound Group shares in Q3 2013, an estimated $16.5M.
  • Walthausen & Co first reported a position in Upbound Group in Q2 2013 and held it in 1 quarter.
  • Walthausen & Co's Upbound Group position peaked at $16.5M in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Upbound Group as of Q3 2013.

Based on Walthausen & Co's 13F filing for Q3 2013, filed 13 Nov 2013.