CAG
UPBD icon

Csenge Advisory Group’s Upbound Group UPBD Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-16
Closed – – 1419
2018
Q3 		$0 Buy
+16
New +$235 ﹤0.01% 1626

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Csenge Advisory Group's UPBD Position: Q4 2018 in Review

Csenge Advisory Group sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 16 shares.

Csenge Advisory Group first reported a position in UPBD in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • Csenge Advisory Group reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 16 Upbound Group shares in Q4 2018.
  • Csenge Advisory Group first reported a position in Upbound Group in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's Upbound Group position peaked at $0 in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.