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Convergence Investment Partners’s Upbound Group UPBD Stock Holding History

Convergence Investment 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
2018
Q2 		– Sell
-635
Closed -$5K – 880
2018
Q1 		$5K Buy
+635
New +$6.1K ﹤0.01% 846
2017
Q4 		– Sell
-51,932
Closed -$596K – 351
2017
Q3 		$596K Buy
51,932
+10,729
+26% +$133K 0.08% 265
2017
Q2 		$483K Sell
41,203
-16,982
-29% -$192K 0.07% 292
2017
Q1 		$516K Buy
+58,185
New +$529K 0.07% 300
2015
Q4 		– Sell
-59,770
Closed -$1.45M – 388
2015
Q3 		$1.45M Buy
+59,770
New +$1.61M 0.17% 203

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return