Archer Capital Management’s Upbound Group UPBD Stock Holding History

Archer Capital Management’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	-1,323,661	Closed	-$11.4M	–	28
2018 Q1	$11.4M	Sell	1,323,661 -335,117	-20%	-$3.22M	6.44%	6
2017 Q4	$18.4M	Sell	1,658,778 -17,050	-1%	-$187K	7.1%	6
2017 Q3	$19.2M	Buy	1,675,828 +972,048	+138%	+$12M	9.05%	5
2017 Q2	$8.25M	Buy	+703,780	New	+$7.96M	3.53%	10

Other funds holding UPBD

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Archer Capital Management's UPBD Position: Q2 2018 in Review

Archer Capital Management sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 1,323,661 shares — an estimated $11.4M sold.

Archer Capital Management first reported a position in UPBD in Q2 2017 and held it in 4 quarters. The position peaked at $19.2M in Q3 2017. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

Archer Capital Management reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
Archer Capital Management sold 1,323,661 Upbound Group shares in Q2 2018, an estimated $11.4M.
Archer Capital Management first reported a position in Upbound Group in Q2 2017 and held it in 4 quarters.
Archer Capital Management's Upbound Group position peaked at $19.2M in Q3 2017.
166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Archer Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.