Berman Capital Advisors’s Upbound Group UPBD Stock Holding History

Berman Capital 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
2021 Q3	–	Sell	-13	Closed	–	–	2231
2021 Q2	$0	Buy	+13	New	+$755	﹤0.01%	2051

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's UPBD Position: Q3 2021 in Review

Berman Capital Advisors sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 13 shares.

Berman Capital Advisors first reported a position in UPBD in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

Berman Capital Advisors reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 13 Upbound Group shares in Q3 2021.
Berman Capital Advisors first reported a position in Upbound Group in Q2 2021 and held it in 1 quarter.
Berman Capital Advisors's Upbound Group position peaked at $0 in Q2 2021.
270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.