AG
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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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
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