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UPBD icon

AQR Arbitrage’s Upbound Group UPBD Stock Holding History

AQR Arbitrage’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
Q2 		– Sell
-733,861
Closed -$15.3M – 539
2019
Q1 		$15.3M Sell
733,861
-1,343,076
-65% -$24.8M 0.19% 112
2018
Q4 		$33.6M Sell
2,076,937
-495,304
-19% -$7.19M 0.46% 50
2018
Q3 		$37M Buy
2,572,241
+1,283,525
+100% +$18.9M 0.43% 57
2018
Q2 		$19M Buy
1,288,716
+789,657
+158% +$8.56M 0.23% 98
2018
Q1 		$4.31M Hold
499,059
– – 0.05% 181
2017
Q4 		$5.54M Buy
499,059
+38,702
+8% +$424K 0.07% 160
2017
Q3 		$5.29M Buy
+460,357
New +$5.69M 0.06% 164

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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Arbitrage's UPBD Position: Q2 2019 in Review

AQR Arbitrage sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 733,861 shares — an estimated $15.3M sold.

AQR Arbitrage first reported a position in UPBD in Q3 2017 and held it in 7 quarters. The position peaked at $37M in Q3 2018. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

  • AQR Arbitrage reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
  • AQR Arbitrage sold 733,861 Upbound Group shares in Q2 2019, an estimated $15.3M.
  • AQR Arbitrage first reported a position in Upbound Group in Q3 2017 and held it in 7 quarters.
  • AQR Arbitrage's Upbound Group position peaked at $37M in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on AQR Arbitrage's 13F filing for Q2 2019, filed 14 Aug 2019.