Westfield Capital Management
UPBD icon

Westfield Capital Management’s Upbound Group UPBD Stock Holding History

Westfield Capital 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
2017
Q3 		– Sell
-27,800
Closed -$326K – 278
2017
Q2 		$326K Buy
+27,800
New +$314K ﹤0.01% 240
2016
Q1 		– Sell
-276,120
Closed -$4.13M – 292
2015
Q4 		$4.13M Sell
276,120
-745,230
-73% -$14.2M 0.03% 227
2015
Q3 		$24.8M Buy
1,021,350
+288,930
+39% +$7.76M 0.18% 161
2015
Q2 		$20.8M Buy
732,420
+102,470
+16% +$3.08M 0.13% 187
2015
Q1 		$17.3M Buy
629,950
+10,500
+2% +$320K 0.1% 216
2014
Q4 		$22.5M Buy
+619,450
New +$20M 0.13% 192
2013
Q4 		– Sell
-51,180
Closed -$1.95M – 359
2013
Q3 		$1.95M Sell
51,180
-497,849
-91% -$19.2M 0.01% 257
2013
Q2 		$20.6M Buy
+549,029
New +$19.9M 0.14% 196

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Westfield Capital Management's UPBD Position: Q3 2017 in Review

Westfield Capital Management sold out of Upbound Group (UPBD) in Q3 2017, closing a stake of 27,800 shares — an estimated $326K sold.

Westfield Capital Management first reported a position in UPBD in Q2 2013 and held it in 8 quarters. The position peaked at $24.8M in Q3 2015. 187 funds tracked by Wall St. Rank hold UPBD as of Q3 2017.

  • Westfield Capital Management reported no remaining Upbound Group position as of Q3 2017 after selling out during the quarter.
  • Westfield Capital Management sold 27,800 Upbound Group shares in Q3 2017, an estimated $326K.
  • Westfield Capital Management first reported a position in Upbound Group in Q2 2013 and held it in 8 quarters.
  • Westfield Capital Management's Upbound Group position peaked at $24.8M in Q3 2015.
  • 187 funds tracked by Wall St. Rank held Upbound Group as of Q3 2017.

Based on Westfield Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.