JIR
UPBD icon

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 – 794
2019
Q1 		$681K Buy
+32,625
New +$601K 0.04% 348
2014
Q2 		– Sell
-503
Closed -$13K – 529
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 $6.73T AUM 46.02% 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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

James Investment Research's UPBD Position: Q2 2019 in Review

James Investment Research sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 32,625 shares — an estimated $681K sold.

James Investment Research first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $28.7M in Q2 2013. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

  • James Investment Research reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 32,625 Upbound Group shares in Q2 2019, an estimated $681K.
  • James Investment Research first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • James Investment Research's Upbound Group position peaked at $28.7M in Q2 2013.
  • 211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.