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American Financial Group’s Upbound Group UPBD Stock Holding History

American Financial 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
2020
Q2 		– Sell
-120,000
Closed -$1.7M – 129
2020
Q1 		$1.7M Buy
+120,000
New +$2.89M 0.2% 79
2019
Q4 		– Sell
-27,220
Closed -$702K – 137
2019
Q3 		$702K Sell
27,220
-130,000
-83% -$3.41M 0.06% 105
2019
Q2 		$4.19M Sell
157,220
-2,780
-2% -$66.1K 0.34% 63
2019
Q1 		$3.34M Sell
160,000
-160,000
-50% -$2.95M 0.29% 69
2018
Q4 		$5.18M Buy
+320,000
New +$4.65M 0.49% 62

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

American Financial Group's UPBD Position: Q2 2020 in Review

American Financial Group sold out of Upbound Group (UPBD) in Q2 2020, closing a stake of 120,000 shares — an estimated $1.7M sold.

American Financial Group first reported a position in UPBD in Q4 2018 and held it in 5 quarters. The position peaked at $5.18M in Q4 2018. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

  • American Financial Group reported no remaining Upbound Group position as of Q2 2020 after selling out during the quarter.
  • American Financial Group sold 120,000 Upbound Group shares in Q2 2020, an estimated $1.7M.
  • American Financial Group first reported a position in Upbound Group in Q4 2018 and held it in 5 quarters.
  • American Financial Group's Upbound Group position peaked at $5.18M in Q4 2018.
  • 207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on American Financial Group's 13F filing for Q2 2020, filed 7 Aug 2020.