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Advisor Group’s Upbound Group UPBD Stock Holding History

Advisor Group’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 		$19K Buy
688
+87
+14% +$2.27K ﹤0.01% 4000
2019
Q3 		$15K Buy
601
+51
+9% +$1.34K ﹤0.01% 4131
2019
Q2 		$14K Sell
550
-2,708
-83% -$64.3K ﹤0.01% 4195
2019
Q1 		$67K Buy
3,258
+500
+18% +$9.21K ﹤0.01% 3178
2018
Q4 		$45K Buy
2,758
+101
+4% +$1.47K ﹤0.01% 3253
2018
Q3 		$38K Buy
2,657
+2,597
+4,328% +$38.2K ﹤0.01% 3484
2018
Q2 		$1K Sell
60
-670
-92% -$7.26K ﹤0.01% 4837
2018
Q1 		$7K Sell
730
-4,115
-85% -$39.5K ﹤0.01% 4282
2017
Q4 		$54K Hold
4,845
– – ﹤0.01% 3024
2017
Q3 		$56K Buy
4,845
+328
+7% +$4.05K ﹤0.01% 2861
2017
Q2 		$53K Buy
4,517
+31
+0.7% +$350 ﹤0.01% 2807
2017
Q1 		$40K Buy
4,486
+529
+13% +$4.81K ﹤0.01% 2889
2016
Q4 		$45K Buy
3,957
+241
+6% +$2.68K ﹤0.01% 2694
2016
Q3 		$47K Buy
3,716
+2,089
+128% +$26.1K ﹤0.01% 2593
2016
Q2 		$19K Buy
+1,627
New +$21.9K ﹤0.01% 3106

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

Advisor Group's UPBD Position: Q4 2019 in Review

Advisor Group increased its Upbound Group (UPBD) stake by 14% in Q4 2019, buying an estimated $2.27K and bringing the position to 688 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Advisor Group first reported a position in UPBD in Q2 2016 and has held it in 15 quarters since. The position peaked at $67K in Q1 2019. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

  • Advisor Group held 688 shares of Upbound Group worth $19K as of Q4 2019.
  • Advisor Group bought 87 Upbound Group shares in Q4 2019, an estimated $2.27K.
  • Upbound Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4000 holding.
  • Advisor Group first reported a position in Upbound Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Upbound Group position peaked at $67K in Q1 2019.
  • 221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.