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Alambic Investment Management’s Upbound Group UPBD Stock Holding History

Alambic Investment 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
2017
Q3 		– Sell
-49,500
Closed -$580K – 595
2017
Q2 		$580K Buy
49,500
+28,592
+137% +$323K 0.07% 353
2017
Q1 		$185K Sell
20,908
-218,936
-91% -$1.99M 0.02% 577
2016
Q4 		$2.7M Buy
239,844
+65,886
+38% +$734K 0.48% 41
2016
Q3 		$2.2M Buy
173,958
+50,600
+41% +$633K 0.52% 38
2016
Q2 		$1.51M Buy
123,358
+35,426
+40% +$477K 0.38% 66
2016
Q1 		$1.39M Buy
87,932
+43,282
+97% +$577K 0.45% 49
2015
Q4 		$668K Buy
+44,650
New +$853K 0.4% 84

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alambic Investment Management's UPBD Position: Q3 2017 in Review

Alambic Investment Management sold out of Upbound Group (UPBD) in Q3 2017, closing a stake of 49,500 shares — an estimated $580K sold.

Alambic Investment Management first reported a position in UPBD in Q4 2015 and held it in 7 quarters. The position peaked at $2.7M in Q4 2016. 187 funds tracked by Wall St. Rank hold UPBD as of Q3 2017.

  • Alambic Investment Management reported no remaining Upbound Group position as of Q3 2017 after selling out during the quarter.
  • Alambic Investment Management sold 49,500 Upbound Group shares in Q3 2017, an estimated $580K.
  • Alambic Investment Management first reported a position in Upbound Group in Q4 2015 and held it in 7 quarters.
  • Alambic Investment Management's Upbound Group position peaked at $2.7M in Q4 2016.
  • 187 funds tracked by Wall St. Rank held Upbound Group as of Q3 2017.

Based on Alambic Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.