BPM
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Bowling Portfolio Management’s Upbound Group UPBD Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-9,780
Closed -$292K – 361
2020
Q3 		$292K Sell
9,780
-19,083
-66% -$564K 0.07% 276
2020
Q2 		$803K Sell
28,863
-5,318
-16% -$118K 0.17% 157
2020
Q1 		$483K Sell
34,181
-10,840
-24% -$261K 0.12% 241
2019
Q4 		$1.3M Sell
45,021
-14,252
-24% -$372K 0.22% 132
2019
Q3 		$1.53M Sell
59,273
-15,455
-21% -$406K 0.26% 122
2019
Q2 		$1.99M Buy
+74,728
New +$1.78M 0.33% 92
2016
Q4 		– Sell
-42,017
Closed -$531K – 325
2016
Q3 		$531K Buy
+42,017
New +$526K 0.07% 215

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return