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Financial Gravity Companies’s Upbound Group UPBD Stock Holding History

Financial Gravity Companies’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
Q4 		$8K Buy
+448
New +$6.5K 0.01% 637
2018
Q1 		$3K Sell
318
-40
-11% -$384 ﹤0.01% 885
2017
Q4 		$4K Buy
+358
New +$3.92K ﹤0.01% 793

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Gravity Companies's UPBD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Upbound Group (UPBD) in Q4 2018: 448 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UPBD as recently as Q1 2018.

Financial Gravity Companies first reported a position in UPBD in Q4 2017 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • Financial Gravity Companies held 448 shares of Upbound Group worth $8K as of Q4 2018.
  • Upbound Group was a new Financial Gravity Companies position in Q4 2018.
  • Upbound Group made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #637 holding.
  • Financial Gravity Companies first reported a position in Upbound Group in Q4 2017 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.