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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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Globeflex Capital's UPBD Position: Q3 2021 in Review

Globeflex Capital sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 20,326 shares — an estimated $1.08M sold.

Globeflex Capital first reported a position in UPBD in Q3 2019 and held it in 8 quarters. The position peaked at $1.17M in Q1 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • Globeflex Capital reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • Globeflex Capital sold 20,326 Upbound Group shares in Q3 2021, an estimated $1.08M.
  • Globeflex Capital first reported a position in Upbound Group in Q3 2019 and held it in 8 quarters.
  • Globeflex Capital's Upbound Group position peaked at $1.17M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Globeflex Capital's 13F filing for Q3 2021, filed 12 Nov 2021.