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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 $6.73T AUM 46.02% 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 $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bowling Portfolio Management's UPBD Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 9,780 shares — an estimated $292K sold.

Bowling Portfolio Management first reported a position in UPBD in Q3 2016 and held it in 7 quarters. The position peaked at $1.99M in Q2 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 9,780 Upbound Group shares in Q4 2020, an estimated $292K.
  • Bowling Portfolio Management first reported a position in Upbound Group in Q3 2016 and held it in 7 quarters.
  • Bowling Portfolio Management's Upbound Group position peaked at $1.99M in Q2 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.