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Hexavest’s Upbound Group UPBD Stock Holding History

Hexavest’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
Q4 		– Sell
-13,690
Closed -$409K – 396
2020
Q3 		$409K Hold
13,690
– – 0.01% 221
2020
Q2 		$381K Hold
13,690
– – 0.01% 246
2020
Q1 		$194K Hold
13,690
– – ﹤0.01% 275
2019
Q4 		$395K Sell
13,690
-6,805
-33% -$178K ﹤0.01% 255
2019
Q3 		$529K Buy
+20,495
New +$538K 0.01% 245

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hexavest's UPBD Position: Q4 2020 in Review

Hexavest sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 13,690 shares — an estimated $409K sold.

Hexavest first reported a position in UPBD in Q3 2019 and held it in 5 quarters. The position peaked at $529K in Q3 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Hexavest reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Hexavest sold 13,690 Upbound Group shares in Q4 2020, an estimated $409K.
  • Hexavest first reported a position in Upbound Group in Q3 2019 and held it in 5 quarters.
  • Hexavest's Upbound Group position peaked at $529K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Hexavest's 13F filing for Q4 2020, filed 11 Jan 2021.