Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Upbound Group UPBD Stock Holding History

Cambridge Investment Research 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
2020
Q1 		– Sell
-17,316
Closed -$499K – 2482
2019
Q4 		$499K Sell
17,316
-332
-2% -$8.68K ﹤0.01% 1579
2019
Q3 		$455K Buy
17,648
+7,466
+73% +$196K ﹤0.01% 1567
2019
Q2 		$271K Buy
+10,182
New +$242K ﹤0.01% 1807

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cambridge Investment Research Advisors's UPBD Position: Q1 2020 in Review

Cambridge Investment Research Advisors sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 17,316 shares — an estimated $499K sold.

Cambridge Investment Research Advisors first reported a position in UPBD in Q2 2019 and held it in 3 quarters. The position peaked at $499K in Q4 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • Cambridge Investment Research Advisors reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 17,316 Upbound Group shares in Q1 2020, an estimated $499K.
  • Cambridge Investment Research Advisors first reported a position in Upbound Group in Q2 2019 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Upbound Group position peaked at $499K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.