Capstone Investment Advisors
UPBD icon

Capstone Investment Advisors’s Upbound Group UPBD Stock Holding History

Capstone Investment 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
2018
Q4 		– Sell
-251,492
Closed -$3.62M – 1367
2018
Q3 		$3.62M Sell
251,492
-4,604
-2% -$67.7K 0.04% 315
2018
Q2 		$3.77M Buy
+256,096
New +$2.78M 0.06% 187

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capstone Investment Advisors's UPBD Position: Q4 2018 in Review

Capstone Investment Advisors sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 251,492 shares — an estimated $3.62M sold.

Capstone Investment Advisors first reported a position in UPBD in Q2 2018 and held it in 2 quarters. The position peaked at $3.77M in Q2 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • Capstone Investment Advisors reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 251,492 Upbound Group shares in Q4 2018, an estimated $3.62M.
  • Capstone Investment Advisors first reported a position in Upbound Group in Q2 2018 and held it in 2 quarters.
  • Capstone Investment Advisors's Upbound Group position peaked at $3.77M in Q2 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on Capstone Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.