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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return