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Amtrust Financial Services’s Upbound Group UPBD Stock Holding History

Amtrust Financial Services’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
2019
Q3 		– Sell
-50,000
Closed -$1.33M – 52
2019
Q2 		$1.33M Buy
+50,000
New +$1.19M 1.28% 22
2019
Q1 		– Sell
-10,000
Closed -$162K – 50
2018
Q4 		$162K Buy
+10,000
New +$145K 0.22% 30

Other funds holding UPBD

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amtrust Financial Services's UPBD Position: Q3 2019 in Review

Amtrust Financial Services sold out of Upbound Group (UPBD) in Q3 2019, closing a stake of 50,000 shares — an estimated $1.33M sold.

Amtrust Financial Services first reported a position in UPBD in Q4 2018 and held it in 2 quarters. The position peaked at $1.33M in Q2 2019. 223 funds tracked by Wall St. Rank hold UPBD as of Q3 2019.

  • Amtrust Financial Services reported no remaining Upbound Group position as of Q3 2019 after selling out during the quarter.
  • Amtrust Financial Services sold 50,000 Upbound Group shares in Q3 2019, an estimated $1.33M.
  • Amtrust Financial Services first reported a position in Upbound Group in Q4 2018 and held it in 2 quarters.
  • Amtrust Financial Services's Upbound Group position peaked at $1.33M in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Upbound Group as of Q3 2019.

Based on Amtrust Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.