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Investors Research Corp’s Upbound Group UPBD Stock Holding History

Investors Research Corp’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
Q1 		– Sell
-35,775
Closed -$1.37M – 1074
2020
Q4 		$1.37M Sell
35,775
-300
-0.8% -$10.2K 0.54% 28
2020
Q3 		$1.08M Sell
36,075
-7,900
-18% -$234K 0.52% 38
2020
Q2 		$1.22M Sell
43,975
-950
-2% -$21.1K 0.61% 20
2020
Q1 		$635K Sell
44,925
-700
-2% -$16.8K 0.4% 66
2019
Q4 		$1.32M Hold
45,625
– – 0.61% 24
2019
Q3 		$1.18M Sell
45,625
-1,400
-3% -$36.8K 0.6% 28
2019
Q2 		$1.25M Buy
47,025
+150
+0.3% +$3.56K 0.65% 16
2019
Q1 		$978K Sell
46,875
-500
-1% -$9.21K 0.52% 40
2018
Q4 		$767K Sell
47,375
-300
-0.6% -$4.36K 0.54% 56
2018
Q3 		$686K Sell
47,675
-1,300
-3% -$19.1K 0.39% 92
2018
Q2 		$721K Buy
48,975
+900
+2% +$9.76K 0.42% 79
2018
Q1 		$415K Buy
48,075
+3,700
+8% +$35.5K 0.25% 156
2017
Q4 		$493K Buy
+44,375
New +$486K 0.3% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investors Research Corp's UPBD Position: Q1 2021 in Review

Investors Research Corp sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 35,775 shares — an estimated $1.37M sold.

Investors Research Corp first reported a position in UPBD in Q4 2017 and held it in 13 quarters. The position peaked at $1.37M in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Investors Research Corp reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Investors Research Corp sold 35,775 Upbound Group shares in Q1 2021, an estimated $1.37M.
  • Investors Research Corp first reported a position in Upbound Group in Q4 2017 and held it in 13 quarters.
  • Investors Research Corp's Upbound Group position peaked at $1.37M in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Investors Research Corp's 13F filing for Q1 2021, filed 28 Apr 2021.