FQ
UPBD icon

First Quadrant’s Upbound Group UPBD Stock Holding History

First Quadrant’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
Q3 		– Sell
-5,111
Closed -$136K – 679
2019
Q2 		$136K Buy
5,111
+765
+18% +$18.2K 0.01% 559
2019
Q1 		$91K Buy
+4,346
New +$80.1K 0.01% 595
2017
Q2 		– Sell
-40,090
Closed -$356K – 933
2017
Q1 		$356K Buy
+40,090
New +$364K 0.01% 580
2014
Q1 		– Sell
-500
Closed -$17K – 788
2013
Q4 		$17K Sell
500
-200
-29% -$6.92K ﹤0.01% 733
2013
Q3 		$27K Hold
700
– – ﹤0.01% 719
2013
Q2 		$26K Buy
+700
New +$25.4K ﹤0.01% 728

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return