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AlphaSimPlex Group’s Upbound Group UPBD Stock Holding History

AlphaSimPlex 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
2021
Q3 		– Sell
-13,822
Closed -$734K – 261
2021
Q2 		$734K Hold
13,822
– – 0.37% 123
2021
Q1 		$797K Sell
13,822
-7,802
-36% -$408K 0.33% 144
2020
Q4 		$828K Sell
21,624
-742
-3% -$25.2K 0.29% 147
2020
Q3 		$669K Buy
22,366
+1,808
+9% +$53.5K 0.3% 141
2020
Q2 		$572K Sell
20,558
-5,397
-21% -$120K 0.43% 90
2020
Q1 		$367K Sell
25,955
-7,532
-22% -$181K 0.56% 69
2019
Q4 		$966K Sell
33,487
-5,603
-14% -$146K 0.36% 114
2019
Q3 		$1.01M Buy
39,090
+567
+1% +$14.9K 0.38% 112
2019
Q2 		$1.03M Sell
38,523
-6,052
-14% -$144K 0.32% 128
2019
Q1 		$930K Buy
+44,575
New +$821K 0.31% 132

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaSimPlex Group's UPBD Position: Q3 2021 in Review

AlphaSimPlex Group sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 13,822 shares — an estimated $734K sold.

AlphaSimPlex Group first reported a position in UPBD in Q1 2019 and held it in 10 quarters. The position peaked at $1.03M in Q2 2019. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • AlphaSimPlex Group reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • AlphaSimPlex Group sold 13,822 Upbound Group shares in Q3 2021, an estimated $734K.
  • AlphaSimPlex Group first reported a position in Upbound Group in Q1 2019 and held it in 10 quarters.
  • AlphaSimPlex Group's Upbound Group position peaked at $1.03M in Q2 2019.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on AlphaSimPlex Group's 13F filing for Q3 2021, filed 15 Nov 2021.