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Financial Perspectives’s Upbound Group UPBD Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-20
Closed -$598 – 604
2020
Q3 		$598 Hold
20
– – ﹤0.01% 541
2020
Q2 		$556 Hold
20
– – ﹤0.01% 528
2020
Q1 		$283 Hold
20
– – ﹤0.01% 515
2019
Q4 		$577 Buy
+20
New +$523 ﹤0.01% 495

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Perspectives's UPBD Position: Q4 2020 in Review

Financial Perspectives sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 20 shares — an estimated $598 sold.

Financial Perspectives first reported a position in UPBD in Q4 2019 and held it in 4 quarters. The position peaked at $598 in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Financial Perspectives reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Financial Perspectives sold 20 Upbound Group shares in Q4 2020, an estimated $598.
  • Financial Perspectives first reported a position in Upbound Group in Q4 2019 and held it in 4 quarters.
  • Financial Perspectives's Upbound Group position peaked at $598 in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Financial Perspectives's 13F filing for Q4 2020, filed 10 Jan 2024.