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Employees Retirement System of Texas’s Upbound Group UPBD Stock Holding History

Employees Retirement System of Texas’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
-44,917
Closed -$1.16M – 861
2019
Q3 		$1.16M Buy
44,917
+4,917
+12% +$129K 0.02% 670
2019
Q2 		$1.06M Buy
+40,000
New +$950K 0.02% 776

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $37.7B 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 $1.56T 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

Employees Retirement System of Texas's UPBD Position: Q4 2019 in Review

Employees Retirement System of Texas sold out of Upbound Group (UPBD) in Q4 2019, closing a stake of 44,917 shares — an estimated $1.16M sold.

Employees Retirement System of Texas first reported a position in UPBD in Q2 2019 and held it in 2 quarters. The position peaked at $1.16M in Q3 2019. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

  • Employees Retirement System of Texas reported no remaining Upbound Group position as of Q4 2019 after selling out during the quarter.
  • Employees Retirement System of Texas sold 44,917 Upbound Group shares in Q4 2019, an estimated $1.16M.
  • Employees Retirement System of Texas first reported a position in Upbound Group in Q2 2019 and held it in 2 quarters.
  • Employees Retirement System of Texas's Upbound Group position peaked at $1.16M in Q3 2019.
  • 221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Employees Retirement System of Texas's 13F filing for Q4 2019, filed 10 Feb 2020.