BRF
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B. Riley Financial’s Upbound Group UPBD Stock Holding History

B. Riley Financial’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
Q4 		– Sell
-55,798
Closed -$802K – 186
2018
Q3 		$802K Hold
55,798
– – 0.23% 71
2018
Q2 		$821K Sell
55,798
-45,702
-45% -$495K 0.22% 89
2018
Q1 		$876K Buy
+101,500
New +$975K 0.24% 101
2017
Q3 		– Sell
-23,206
Closed -$272K – 338
2017
Q2 		$272K Buy
23,206
+706
+3% +$7.98K 0.07% 182
2017
Q1 		$200K Buy
+22,500
New +$205K 0.1% 139

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Riley Financial's UPBD Position: Q4 2018 in Review

B. Riley Financial sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 55,798 shares — an estimated $802K sold.

B. Riley Financial first reported a position in UPBD in Q1 2017 and held it in 5 quarters. The position peaked at $876K in Q1 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • B. Riley Financial reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 55,798 Upbound Group shares in Q4 2018, an estimated $802K.
  • B. Riley Financial first reported a position in Upbound Group in Q1 2017 and held it in 5 quarters.
  • B. Riley Financial's Upbound Group position peaked at $876K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.