WIS
UPBD icon

Wright Investors Service’s Upbound Group UPBD Stock Holding History

Wright Investors Service’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
-7,614
Closed -$286K – 222
2013
Q2 		$286K Buy
+7,614
New +$276K 0.14% 184

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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 $63.1B AUM 35.51% 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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wright Investors Service's UPBD Position: Q3 2013 in Review

Wright Investors Service sold out of Upbound Group (UPBD) in Q3 2013, closing a stake of 7,614 shares — an estimated $286K sold.

Wright Investors Service first reported a position in UPBD in Q2 2013 and held it in 1 quarter. The position peaked at $286K in Q2 2013. 192 funds tracked by Wall St. Rank hold UPBD as of Q3 2013.

  • Wright Investors Service reported no remaining Upbound Group position as of Q3 2013 after selling out during the quarter.
  • Wright Investors Service sold 7,614 Upbound Group shares in Q3 2013, an estimated $286K.
  • Wright Investors Service first reported a position in Upbound Group in Q2 2013 and held it in 1 quarter.
  • Wright Investors Service's Upbound Group position peaked at $286K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Upbound Group as of Q3 2013.

Based on Wright Investors Service's 13F filing for Q3 2013, filed 17 Oct 2013.