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Frontier Capital Management’s Upbound Group UPBD Stock Holding History

Frontier Capital Management’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
Q2 		– Sell
-1,540,308
Closed -$13.3M – 330
2018
Q1 		$13.3M Sell
1,540,308
-1,522,195
-50% -$14.6M 0.1% 218
2017
Q4 		$34M Sell
3,062,503
-152,899
-5% -$1.67M 0.25% 148
2017
Q3 		$36.9M Buy
3,215,402
+68,605
+2% +$848K 0.27% 144
2017
Q2 		$36.9M Sell
3,146,797
-27,347
-0.9% -$309K 0.27% 140
2017
Q1 		$28.2M Buy
3,174,144
+217,842
+7% +$1.98M 0.21% 164
2016
Q4 		$33.3M Buy
2,956,302
+2,578,360
+682% +$28.7M 0.26% 145
2016
Q3 		$4.78M Buy
+377,942
New +$4.73M 0.04% 270

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MWNA
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State Street
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JP Morgan Chase
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AA
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Goldman Sachs
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CCM
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Charles Schwab
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