6 Meridian’s Upbound Group UPBD Stock Holding History

6 Meridian’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
2020 Q3	–	Sell	-13,969	Closed	-$389K	–	385
2020 Q2	$389K	Sell	13,969 -22,244	-61%	-$494K	0.04%	170
2020 Q1	$512K	Buy	36,213 +4,388	+14%	+$106K	0.05%	239
2019 Q4	$918K	Buy	31,825 +2,228	+8%	+$58.2K	0.08%	138
2019 Q3	$763K	Buy	29,597 +961	+3%	+$25.2K	0.07%	174
2019 Q2	$763K	Buy	28,636 +264	+0.9%	+$6.27K	0.08%	144
2019 Q1	$592K	Buy	+28,372	New	+$523K	0.06%	176

Other funds holding UPBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

6 Meridian's UPBD Position: Q3 2020 in Review

6 Meridian sold out of Upbound Group (UPBD) in Q3 2020, closing a stake of 13,969 shares — an estimated $389K sold.

6 Meridian first reported a position in UPBD in Q1 2019 and held it in 6 quarters. The position peaked at $918K in Q4 2019. 246 funds tracked by Wall St. Rank hold UPBD as of Q3 2020.

6 Meridian reported no remaining Upbound Group position as of Q3 2020 after selling out during the quarter.
6 Meridian sold 13,969 Upbound Group shares in Q3 2020, an estimated $389K.
6 Meridian first reported a position in Upbound Group in Q1 2019 and held it in 6 quarters.
6 Meridian's Upbound Group position peaked at $918K in Q4 2019.
246 funds tracked by Wall St. Rank held Upbound Group as of Q3 2020.

Based on 6 Meridian's 13F filing for Q3 2020, filed 19 Oct 2020.