AIC
UPBD icon

Ameritas Investment Company’s Upbound Group UPBD Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-2,347
Closed -$135K – 2011
2021
Q1 		$135K Buy
+2,347
New +$123K 0.01% 683
2020
Q2 		– Sell
-1,690
Closed -$24K – 1524
2020
Q1 		$24K Buy
+1,690
New +$40.7K ﹤0.01% 953
2019
Q1 		– Sell
-3
Closed – – 1739
2018
Q4 		$0 Buy
+3
New +$44 ﹤0.01% 1575

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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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

Ameritas Investment Company's UPBD Position: Q2 2021 in Review

Ameritas Investment Company sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 2,347 shares — an estimated $135K sold.

Ameritas Investment Company first reported a position in UPBD in Q4 2018 and held it in 3 quarters. The position peaked at $135K in Q1 2021. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • Ameritas Investment Company reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 2,347 Upbound Group shares in Q2 2021, an estimated $135K.
  • Ameritas Investment Company first reported a position in Upbound Group in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's Upbound Group position peaked at $135K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.