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Horan Capital Advisors’s Upbound Group UPBD Stock Holding History

Horan Capital Advisors’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
-3,000
Closed -$90K – 267
2020
Q3 		$90K Buy
+3,000
New +$88.7K 0.05% 129

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horan Capital Advisors's UPBD Position: Q4 2020 in Review

Horan Capital Advisors sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 3,000 shares — an estimated $90K sold.

Horan Capital Advisors first reported a position in UPBD in Q3 2020 and held it in 1 quarter. The position peaked at $90K in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Horan Capital Advisors reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 3,000 Upbound Group shares in Q4 2020, an estimated $90K.
  • Horan Capital Advisors first reported a position in Upbound Group in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's Upbound Group position peaked at $90K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.