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CCM
Chicago Capital Management’s
Upbound Group
UPBD
Stock Holding History
Chicago Capital 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
2018
Q4
–
Sell
-947,027
Closed
-$13.6M
–
26
2018
Q3
$13.6M
Sell
947,027
-82,200
-8%
-$1.21M
5.26%
8
2018
Q2
$15.2M
Buy
+1,029,227
New
+$11.2M
4.06%
14
Other funds holding UPBD
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
EC
Engaged Capital
Newport Beach, California
$303M AUM
2.09%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
WIC
Water Island Capital
New York
$750M AUM
107.59%
1-Year Est. Return
AA
AQR Arbitrage
Greenwich, Connecticut
$6.09B AUM
27.01%
1-Year Est. Return
LP
LMR Partners
London, United Kingdom
$10.9B AUM
60.68%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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