EMG
UPBD icon

Ellington Management Group’s Upbound Group UPBD Stock Holding History

Ellington Management 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
2019
Q4 		– Sell
-10,300
Closed -$266K – 772
2019
Q3 		$266K Buy
+10,300
New +$270K 0.06% 411
2018
Q1 		– Sell
-18,700
Closed -$208K – 1044
2017
Q4 		$208K Buy
+18,700
New +$205K 0.06% 475
2016
Q4 		– Sell
-66,900
Closed -$846K – 824
2016
Q3 		$846K Buy
66,900
+25,000
+60% +$313K 0.23% 101
2016
Q2 		$515K Buy
41,900
+17,300
+70% +$233K 0.72% 6
2016
Q1 		$390K Buy
+24,600
New +$328K 0.17% 176
2015
Q3 		– Sell
-17,800
Closed -$505K – 907
2015
Q2 		$505K Buy
+17,800
New +$534K 0.12% 237
2014
Q1 		– Sell
-13,600
Closed -$453K – 783
2013
Q4 		$453K Buy
+13,600
New +$471K 0.16% 205

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return