Equitec Specialists’s Upbound Group UPBD Stock Holding History

Equitec Specialists’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 Q2	–	Sell	-35,800	Closed	-$747K	–	149
2019 Q1	$747K	Buy	+35,800	New	+$660K	0.14%	51
2018 Q4	–	Sell	-13,800	Closed	-$198K	–	96
2018 Q3	$198K	Buy	+13,800	New	+$203K	0.04%	71

Other funds holding UPBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Equitec Specialists's UPBD Position: Q2 2019 in Review

Equitec Specialists sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 35,800 shares — an estimated $747K sold.

Equitec Specialists first reported a position in UPBD in Q3 2018 and held it in 2 quarters. The position peaked at $747K in Q1 2019. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

Equitec Specialists reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
Equitec Specialists sold 35,800 Upbound Group shares in Q2 2019, an estimated $747K.
Equitec Specialists first reported a position in Upbound Group in Q3 2018 and held it in 2 quarters.
Equitec Specialists's Upbound Group position peaked at $747K in Q1 2019.
211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on Equitec Specialists's 13F filing for Q2 2019, filed 9 Jul 2019.