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C.M. Bidwell & Associates’s Upbound Group UPBD Stock Holding History

C.M. Bidwell & Associates’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
Q1 		– Sell
-2,205
Closed -$64K – 463
2019
Q4 		$64K Sell
2,205
-1,975
-47% -$51.6K 0.06% 213
2019
Q3 		$108K Hold
4,180
– – 0.11% 176
2019
Q2 		$111K Buy
+4,180
New +$99.3K 0.11% 169

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

C.M. Bidwell & Associates's UPBD Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 2,205 shares — an estimated $64K sold.

C.M. Bidwell & Associates first reported a position in UPBD in Q2 2019 and held it in 3 quarters. The position peaked at $111K in Q2 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • C.M. Bidwell & Associates reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,205 Upbound Group shares in Q1 2020, an estimated $64K.
  • C.M. Bidwell & Associates first reported a position in Upbound Group in Q2 2019 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Upbound Group position peaked at $111K in Q2 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.