CIP
UPBD icon

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 $327M AUM 22.96% 1-Year Est. Return
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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Convergence Investment Partners's UPBD Position: Q2 2018 in Review

Convergence Investment Partners sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 635 shares — an estimated $5K sold.

Convergence Investment Partners first reported a position in UPBD in Q3 2015 and held it in 5 quarters. The position peaked at $1.45M in Q3 2015. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

  • Convergence Investment Partners reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 635 Upbound Group shares in Q2 2018, an estimated $5K.
  • Convergence Investment Partners first reported a position in Upbound Group in Q3 2015 and held it in 5 quarters.
  • Convergence Investment Partners's Upbound Group position peaked at $1.45M in Q3 2015.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.