GAM Holding’s Upbound Group UPBD Stock Holding History

GAM Holding’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 Q4	–	Sell	-321,500	Closed	-$4.62M	–	893
2018 Q3	$4.62M	Buy	+321,500	New	+$4.72M	0.17%	151
2013 Q4	–	Sell	-38,415	Closed	-$1.46M	–	1037
2013 Q3	$1.46M	Buy	+38,415	New	+$1.48M	0.03%	556

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GAM Holding's UPBD Position: Q4 2018 in Review

GAM Holding sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 321,500 shares — an estimated $4.62M sold.

GAM Holding first reported a position in UPBD in Q3 2013 and held it in 2 quarters. The position peaked at $4.62M in Q3 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

GAM Holding reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
GAM Holding sold 321,500 Upbound Group shares in Q4 2018, an estimated $4.62M.
GAM Holding first reported a position in Upbound Group in Q3 2013 and held it in 2 quarters.
GAM Holding's Upbound Group position peaked at $4.62M in Q3 2018.
176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on GAM Holding's 13F filing for Q4 2018, filed 8 Feb 2019.