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Bluefin Capital Management’s Upbound Group UPBD Stock Holding History

Bluefin 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
2017
Q3 		– Sell
-23,600
Closed -$5K – 588
2017
Q2 		$5K Buy
+23,600
New +$267K ﹤0.01% 474

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bluefin Capital Management's UPBD Position: Q3 2017 in Review

Bluefin Capital Management sold out of Upbound Group (UPBD) in Q3 2017, closing a stake of 77,020 shares — an estimated $903K sold.

Bluefin Capital Management first reported a position in UPBD in Q2 2017 and held it in 1 quarter. The position peaked at $903K in Q2 2017. 187 funds tracked by Wall St. Rank hold UPBD as of Q3 2017.

  • Bluefin Capital Management reported no remaining Upbound Group position as of Q3 2017 after selling out during the quarter.
  • Bluefin Capital Management sold 77,020 Upbound Group shares in Q3 2017, an estimated $903K.
  • Bluefin Capital Management first reported a position in Upbound Group in Q2 2017 and held it in 1 quarter.
  • Bluefin Capital Management's Upbound Group position peaked at $903K in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Upbound Group as of Q3 2017.

Based on Bluefin Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.