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Accurate Investment Solutions’s Upbound Group UPBD Stock Holding History

Accurate Investment Solutions’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
2019
Q4 		– Sell
-182
Closed -$5K – 457
2019
Q3 		$5K Hold
182
– – ﹤0.01% 276
2019
Q2 		$5K Hold
182
– – ﹤0.01% 281
2019
Q1 		$4K Buy
+182
New +$3.35K ﹤0.01% 291

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Accurate Investment Solutions's UPBD Position: Q4 2019 in Review

Accurate Investment Solutions sold out of Upbound Group (UPBD) in Q4 2019, closing a stake of 182 shares — an estimated $5K sold.

Accurate Investment Solutions first reported a position in UPBD in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

  • Accurate Investment Solutions reported no remaining Upbound Group position as of Q4 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 182 Upbound Group shares in Q4 2019, an estimated $5K.
  • Accurate Investment Solutions first reported a position in Upbound Group in Q1 2019 and held it in 3 quarters.
  • Accurate Investment Solutions's Upbound Group position peaked at $5K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Accurate Investment Solutions's 13F filing for Q4 2019, filed 8 Jan 2020.