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Greenwich Wealth Management’s Upbound Group UPBD Stock Holding History

Greenwich Wealth 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
2020
Q1 		– Sell
-16,976
Closed -$490K – 204
2019
Q4 		$490K Sell
16,976
-10,125
-37% -$265K 0.1% 120
2019
Q3 		$699K Sell
27,101
-2,499
-8% -$65.6K 0.14% 107
2019
Q2 		$788K Sell
29,600
-8,457
-22% -$201K 0.14% 100
2019
Q1 		$794K Sell
38,057
-33,405
-47% -$616K 0.14% 91
2018
Q4 		$1.16M Sell
71,462
-5,100
-7% -$74.1K 0.23% 73
2018
Q3 		$1.1M Sell
76,562
-3,550
-4% -$52.2K 0.19% 77
2018
Q2 		$1.18M Buy
80,112
+1,000
+1% +$10.8K 0.21% 74
2018
Q1 		$683K Buy
79,112
+8,450
+12% +$81.1K 0.11% 97
2017
Q4 		$784K Buy
70,662
+4,189
+6% +$45.9K 0.13% 93
2017
Q3 		$763K Buy
66,473
+11,047
+20% +$137K 0.13% 91
2017
Q2 		$650K Sell
55,426
-3,708
-6% -$41.9K 0.11% 101
2017
Q1 		$525K Buy
59,134
+8,016
+16% +$72.9K 0.07% 106
2016
Q4 		$575K Sell
51,118
-21,749
-30% -$242K 0.07% 120
2016
Q3 		$921K Sell
72,867
-1,100
-1% -$13.8K 0.16% 87
2016
Q2 		$908K Buy
73,967
+1,845
+3% +$24.8K 0.22% 90
2016
Q1 		$1.14M Buy
72,122
+4,350
+6% +$58K 0.3% 71
2015
Q4 		$1.01M Buy
67,772
+28,399
+72% +$542K 0.25% 75
2015
Q3 		$955K Buy
39,373
+1,718
+5% +$46.1K 0.23% 95
2015
Q2 		$1.07M Buy
37,655
+1,160
+3% +$34.8K 0.14% 101
2015
Q1 		$1M Buy
36,495
+12,675
+53% +$386K 0.11% 105
2014
Q4 		$865K Sell
23,820
-7,500
-24% -$242K 0.06% 109
2014
Q3 		$951K Buy
31,320
+15,070
+93% +$405K 0.06% 107
2014
Q2 		$466K Buy
16,250
+1,050
+7% +$29.7K 0.03% 125
2014
Q1 		$404K Buy
15,200
+6,525
+75% +$177K 0.03% 131
2013
Q4 		$289K Buy
+8,675
New +$300K 0.03% 141

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Greenwich Wealth Management's UPBD Position: Q1 2020 in Review

Greenwich Wealth Management sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 16,976 shares — an estimated $490K sold.

Greenwich Wealth Management first reported a position in UPBD in Q4 2013 and held it in 25 quarters. The position peaked at $1.18M in Q2 2018. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • Greenwich Wealth Management reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • Greenwich Wealth Management sold 16,976 Upbound Group shares in Q1 2020, an estimated $490K.
  • Greenwich Wealth Management first reported a position in Upbound Group in Q4 2013 and held it in 25 quarters.
  • Greenwich Wealth Management's Upbound Group position peaked at $1.18M in Q2 2018.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Greenwich Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.