CCM
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Cloverdale Capital Management’s Upbound Group UPBD Stock Holding History

Cloverdale 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
2020
Q3 		– Sell
-204,687
Closed -$5.69M – 24
2020
Q2 		$5.69M Sell
204,687
-934,306
-82% -$20.8M 4.23% 7
2020
Q1 		$16.1M Buy
1,138,993
+432,946
+61% +$10.4M 12.74% 2
2019
Q4 		$20.4M Sell
706,047
-53,076
-7% -$1.39M 14.03% 2
2019
Q3 		$19.6M Sell
759,123
-230,483
-23% -$6.05M 13.65% 2
2019
Q2 		$26.4M Buy
989,606
+249,611
+34% +$5.93M 18.16% 1
2019
Q1 		$15.4M Buy
+739,995
New +$13.6M 8.49% 4

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EC
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Fuller & Thaler Asset Management
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State Street
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Goldman Sachs
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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