JIR
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James Investment Research’s Upbound Group UPBD Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-32,625
Closed -$681K – 795
2019
Q1 		$681K Buy
+32,625
New +$601K 0.04% 348
2014
Q2 		– Sell
-503
Closed -$13K – 530
2014
Q1 		$13K Sell
503
-599,032
-100% -$16.2M ﹤0.01% 474
2013
Q4 		$20M Sell
599,535
-151,843
-20% -$5.26M 0.63% 54
2013
Q3 		$28.6M Sell
751,378
-13,301
-2% -$513K 1.09% 31
2013
Q2 		$28.7M Buy
+764,679
New +$27.7M 1.18% 28

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return