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CGM Trust’s Upbound Group UPBD Stock Holding History

CGM Trust’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
Q3 		$8.37M Buy
+280,000
New +$8.28M 0.87% 39

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CGM Trust's UPBD Position: Q3 2020 in Review

CGM Trust opened a new position in Upbound Group (UPBD) in Q3 2020: 280,000 shares worth $8.37M. The stake represents 0.87% of the portfolio and ranks #39 among its holdings.

246 funds tracked by Wall St. Rank hold UPBD as of Q3 2020.

  • CGM Trust held 280,000 shares of Upbound Group worth $8.37M as of Q3 2020.
  • Upbound Group was a new CGM Trust position in Q3 2020.
  • Upbound Group made up 0.87% of CGM Trust's portfolio in Q3 2020, its #39 holding.
  • 246 funds tracked by Wall St. Rank held Upbound Group as of Q3 2020.

Based on CGM Trust's 13F filing for Q3 2020, filed 12 Nov 2020.