Engine Capital Management’s Upbound Group UPBD Stock Holding History

Engine Capital 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
2018 Q2	–	Sell	-30,000	Closed	-$259K	–	56
2018 Q1	$259K	Hold	30,000	–	–	0.15%	35
2017 Q4	$333K	Buy	+30,000	New	+$328K	0.18%	25

Other funds holding UPBD

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Engine Capital Management's UPBD Position: Q2 2018 in Review

Engine Capital Management sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 30,000 shares — an estimated $259K sold.

Engine Capital Management first reported a position in UPBD in Q4 2017 and held it in 2 quarters. The position peaked at $333K in Q4 2017. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

Engine Capital Management reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
Engine Capital Management sold 30,000 Upbound Group shares in Q2 2018, an estimated $259K.
Engine Capital Management first reported a position in Upbound Group in Q4 2017 and held it in 2 quarters.
Engine Capital Management's Upbound Group position peaked at $333K in Q4 2017.
166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Engine Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.