Acadian Asset Management
UPBD icon

Acadian Asset Management’s Upbound Group UPBD Stock Holding History

Acadian Asset 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
2021
Q3 		– Sell
-76,055
Closed -$4.04M – 2029
2021
Q2 		$4.04M Sell
76,055
-632,047
-89% -$36.7M 0.02% 528
2021
Q1 		$40.8M Sell
708,102
-70,678
-9% -$3.7M 0.16% 135
2020
Q4 		$29.8M Buy
778,780
+4,419
+0.6% +$150K 0.12% 155
2020
Q3 		$23.1M Sell
774,361
-148,488
-16% -$4.39M 0.1% 185
2020
Q2 		$25.7M Sell
922,849
-183,110
-17% -$4.07M 0.11% 179
2020
Q1 		$15.6M Buy
1,105,959
+242,950
+28% +$5.85M 0.09% 197
2019
Q4 		$24.9M Buy
863,009
+172,366
+25% +$4.5M 0.11% 176
2019
Q3 		$17.8M Buy
690,643
+258,970
+60% +$6.8M 0.08% 233
2019
Q2 		$11.5M Buy
+431,673
New +$10.3M 0.06% 265
2015
Q3 		– Sell
-49,688
Closed -$1.41M – 1437
2015
Q2 		$1.41M Sell
49,688
-89,611
-64% -$2.69M 0.01% 632
2015
Q1 		$3.82M Sell
139,299
-274,230
-66% -$8.36M 0.02% 441
2014
Q4 		$15M Buy
413,529
+374,930
+971% +$12.1M 0.07% 238
2014
Q3 		$1.17M Sell
38,599
-30,581
-44% -$822K 0.01% 558
2014
Q2 		$1.98M Buy
+69,180
New +$1.96M 0.01% 502

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Fidelity Investments
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EC
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State Street
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Fuller & Thaler Asset Management
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HRCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return