ERM
UPBD icon

Elm Ridge Management’s Upbound Group UPBD Stock Holding History

Elm Ridge Management’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
2020
Q3 		– Sell
-19,276
Closed -$536K – 28
2020
Q2 		$536K Buy
+19,276
New +$428K 1.57% 21
2018
Q2 		– Sell
-777,485
Closed -$6.71M – 27
2018
Q1 		$6.71M Sell
777,485
-42,063
-5% -$404K 3.22% 16
2017
Q4 		$9.1M Buy
819,548
+139,940
+21% +$1.53M 4.36% 11
2017
Q3 		$7.8M Sell
679,608
-51,134
-7% -$632K 3.56% 14
2017
Q2 		$8.56M Sell
730,742
-188,819
-21% -$2.13M 3.35% 15
2017
Q1 		$8.16M Buy
919,561
+196,789
+27% +$1.79M 2.79% 21
2016
Q4 		$8.13M Buy
722,772
+16,366
+2% +$182K 2.36% 23
2016
Q3 		$8.93M Buy
706,406
+21,587
+3% +$270K 2.97% 20
2016
Q2 		$8.41M Sell
684,819
-131,789
-16% -$1.77M 2.7% 19
2016
Q1 		$12.9M Buy
816,608
+56,839
+7% +$758K 3.05% 16
2015
Q4 		$11.4M Sell
759,769
-26,342
-3% -$503K 2.57% 19
2015
Q3 		$19.1M Buy
786,111
+12,326
+2% +$331K 3.82% 11
2015
Q2 		$21.9M Sell
773,785
-67,172
-8% -$2.02M 3.7% 14
2015
Q1 		$23.1M Buy
840,957
+66,273
+9% +$2.02M 3.68% 15
2014
Q4 		$28.1M Buy
774,684
+38,671
+5% +$1.25M 3.85% 10
2014
Q3 		$22.3M Buy
736,013
+420,090
+133% +$11.3M 2.9% 19
2014
Q2 		$9.06M Buy
+315,923
New +$8.93M 1.16% 34

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