GIA
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Gargoyle Investment Advisor’s Upbound Group UPBD Stock Holding History

Gargoyle Investment Advisor’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
-26,923
Closed -$232K – 156
2018
Q1 		$232K Buy
26,923
+11,300
+72% +$109K 0.1% 154
2017
Q4 		$173K Sell
15,623
-10,364
-40% -$113K 0.07% 168
2017
Q3 		$298K Buy
25,987
+11,587
+80% +$143K 0.11% 153
2017
Q2 		$169K Buy
+14,400
New +$163K 0.07% 173

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return