Invictus RG’s Upbound Group UPBD Stock Holding History

Invictus RG’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	-3,531	Closed	-$135K	–	44
2020 Q4	$135K	Buy	+3,531	New	+$120K	1.38%	24

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invictus RG's UPBD Position: Q1 2021 in Review

Invictus RG sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 3,531 shares — an estimated $135K sold.

Invictus RG first reported a position in UPBD in Q4 2020 and held it in 1 quarter. The position peaked at $135K in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

Invictus RG reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
Invictus RG sold 3,531 Upbound Group shares in Q1 2021, an estimated $135K.
Invictus RG first reported a position in Upbound Group in Q4 2020 and held it in 1 quarter.
Invictus RG's Upbound Group position peaked at $135K in Q4 2020.
269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Invictus RG's 13F filing for Q1 2021, filed 14 May 2021.