FCH
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Freestone Capital Holdings’s Upbound Group UPBD Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-903
Closed -$34.6K – 1087
2020
Q4 		$34.6K Buy
903
+8
+0.9% +$272 ﹤0.01% 636
2020
Q3 		$26.7K Buy
+895
New +$26.5K ﹤0.01% 597
2018
Q2 		– Sell
-262,197
Closed -$2.26M – 371
2018
Q1 		$2.26M Buy
+262,197
New +$2.52M 0.13% 144
2015
Q4 		– Sell
-34,631
Closed -$840K – 383
2015
Q3 		$840K Buy
34,631
+7,588
+28% +$204K 0.09% 175
2015
Q2 		$767K Sell
27,043
-6,935
-20% -$208K 0.12% 132
2015
Q1 		$932K Buy
+33,978
New +$1.04M 0.15% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Freestone Capital Holdings's UPBD Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 903 shares — an estimated $34.6K sold.

Freestone Capital Holdings first reported a position in UPBD in Q1 2015 and held it in 6 quarters. The position peaked at $2.26M in Q1 2018. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 903 Upbound Group shares in Q1 2021, an estimated $34.6K.
  • Freestone Capital Holdings first reported a position in Upbound Group in Q1 2015 and held it in 6 quarters.
  • Freestone Capital Holdings's Upbound Group position peaked at $2.26M in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.