FCH
UPBD icon

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 $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return