GC
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Globeflex Capital’s Upbound Group UPBD Stock Holding History

Globeflex Capital’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
Q3 		– Sell
-20,326
Closed -$1.08M – 490
2021
Q2 		$1.08M Hold
20,326
– – 0.19% 182
2021
Q1 		$1.17M Hold
20,326
– – 0.21% 160
2020
Q4 		$778K Buy
20,326
+67
+0.3% +$2.27K 0.17% 207
2020
Q3 		$606K Sell
20,259
-1,112
-5% -$32.9K 0.16% 213
2020
Q2 		$595K Hold
21,371
– – 0.15% 235
2020
Q1 		$302K Hold
21,371
– – 0.09% 313
2019
Q4 		$616K Sell
21,371
-826
-4% -$21.6K 0.12% 283
2019
Q3 		$572K Buy
+22,197
New +$583K 0.13% 270

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return