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Ancora Advisors’s Upbound Group UPBD Stock Holding History

Ancora Advisors’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
2018
Q2 		– Sell
-452,151
Closed -$3.9M – 713
2018
Q1 		$3.9M Buy
452,151
+210,000
+87% +$2.02M 0.18% 173
2017
Q4 		$2.69M Buy
242,151
+172,151
+246% +$1.88M 0.14% 183
2017
Q3 		$804K Buy
+70,000
New +$865K 0.05% 367

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ancora Advisors's UPBD Position: Q2 2018 in Review

Ancora Advisors sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 452,151 shares — an estimated $3.9M sold.

Ancora Advisors first reported a position in UPBD in Q3 2017 and held it in 3 quarters. The position peaked at $3.9M in Q1 2018. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

  • Ancora Advisors reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
  • Ancora Advisors sold 452,151 Upbound Group shares in Q2 2018, an estimated $3.9M.
  • Ancora Advisors first reported a position in Upbound Group in Q3 2017 and held it in 3 quarters.
  • Ancora Advisors's Upbound Group position peaked at $3.9M in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Ancora Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.