Compagnie Lombard Odier SCmA
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Compagnie Lombard Odier SCmA’s Upbound Group UPBD Stock Holding History

Compagnie Lombard Odier SCmA’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
2021
Q3 		– Sell
-100
Closed -$5K – 681
2021
Q2 		$5K Buy
+100
New +$5.81K ﹤0.01% 612

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compagnie Lombard Odier SCmA's UPBD Position: Q3 2021 in Review

Compagnie Lombard Odier SCmA sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Compagnie Lombard Odier SCmA first reported a position in UPBD in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • Compagnie Lombard Odier SCmA reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 100 Upbound Group shares in Q3 2021, an estimated $5K.
  • Compagnie Lombard Odier SCmA first reported a position in Upbound Group in Q2 2021 and held it in 1 quarter.
  • Compagnie Lombard Odier SCmA's Upbound Group position peaked at $5K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2021, filed 28 Oct 2021.