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Chicago Equity Partners’s Upbound Group UPBD Stock Holding History

Chicago Equity Partners’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
-22,270
Closed -$642K – 867
2019
Q4 		$642K Buy
+22,270
New +$582K 0.04% 579

Other funds holding UPBD

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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

Chicago Equity Partners's UPBD Position: Q1 2020 in Review

Chicago Equity Partners sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 22,270 shares — an estimated $642K sold.

Chicago Equity Partners first reported a position in UPBD in Q4 2019 and held it in 1 quarter. The position peaked at $642K in Q4 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • Chicago Equity Partners reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • Chicago Equity Partners sold 22,270 Upbound Group shares in Q1 2020, an estimated $642K.
  • Chicago Equity Partners first reported a position in Upbound Group in Q4 2019 and held it in 1 quarter.
  • Chicago Equity Partners's Upbound Group position peaked at $642K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.