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Aperio Group’s Upbound Group UPBD Stock Holding History

Aperio 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
Q4 		$943K Buy
24,620
+827
+3% +$28.1K ﹤0.01% 1626
2020
Q3 		$711K Buy
23,793
+559
+2% +$16.5K ﹤0.01% 1611
2020
Q2 		$646K Sell
23,234
-18,526
-44% -$412K ﹤0.01% 1644
2020
Q1 		$590K Buy
41,760
+16,520
+65% +$398K ﹤0.01% 1565
2019
Q4 		$728K Buy
25,240
+5,674
+29% +$148K ﹤0.01% 1616
2019
Q3 		$505K Sell
19,566
-1,205
-6% -$31.6K ﹤0.01% 1755
2019
Q2 		$553K Buy
20,771
+2,864
+16% +$68.1K ﹤0.01% 1731
2019
Q1 		$374K Sell
17,907
-1,115
-6% -$20.5K ﹤0.01% 1898
2018
Q4 		$308K Sell
19,022
-335
-2% -$4.86K ﹤0.01% 1931
2018
Q3 		$278K Buy
19,357
+319
+2% +$4.69K ﹤0.01% 2049
2018
Q2 		$280K Sell
19,038
-9,268
-33% -$100K ﹤0.01% 2029
2018
Q1 		$244K Sell
28,306
-1,458
-5% -$14K ﹤0.01% 2052
2017
Q4 		$330K Sell
29,764
-5,731
-16% -$62.7K ﹤0.01% 1900
2017
Q3 		$407K Sell
35,495
-3,638
-9% -$45K ﹤0.01% 1762
2017
Q2 		$459K Buy
39,133
+4,006
+11% +$45.3K ﹤0.01% 1696
2017
Q1 		$312K Buy
35,127
+18,963
+117% +$172K ﹤0.01% 1805
2016
Q4 		$182K Sell
16,164
-3,673
-19% -$40.9K ﹤0.01% 2022
2016
Q3 		$251K Buy
19,837
+4,285
+28% +$53.6K ﹤0.01% 1816
2016
Q2 		$191K Sell
15,552
-13,180
-46% -$177K ﹤0.01% 1874
2016
Q1 		$455K Sell
28,732
-3,647
-11% -$48.7K ﹤0.01% 1415
2015
Q4 		$485K Buy
32,379
+20,449
+171% +$391K ﹤0.01% 1349
2015
Q3 		$289K Buy
11,930
+2,879
+32% +$77.3K ﹤0.01% 1580
2015
Q2 		$257K Sell
9,051
-96
-1% -$2.88K ﹤0.01% 1726
2015
Q1 		$251K Sell
9,147
-213
-2% -$6.49K ﹤0.01% 1681
2014
Q4 		$340K Sell
9,360
-2,178
-19% -$70.2K ﹤0.01% 1429
2014
Q3 		$350K Sell
11,538
-14,150
-55% -$380K ﹤0.01% 1312
2014
Q2 		$737K Buy
25,688
+12,381
+93% +$350K 0.01% 962
2014
Q1 		$354K Buy
+13,307
New +$361K 0.01% 1509
2013
Q4 		– Hold
0
– – – 956

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's UPBD Position: Q4 2020 in Review

Aperio Group increased its Upbound Group (UPBD) stake by 3.5% in Q4 2020, buying an estimated $28.1K and bringing the position to 24,620 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Aperio Group first reported a position in UPBD in Q1 2014 and has held it in 28 quarters since. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Aperio Group held 24,620 shares of Upbound Group worth $943K as of Q4 2020.
  • Aperio Group bought 827 Upbound Group shares in Q4 2020, an estimated $28.1K.
  • Upbound Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1626 holding.
  • Aperio Group first reported a position in Upbound Group in Q1 2014 and has held it in 28 quarters since.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.