JC
UPBD icon

JBF Capital’s Upbound Group UPBD Stock Holding History

JBF Capital’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
2018
Q4 		– Sell
-2,000
Closed -$28K – 142
2018
Q3 		$28K Buy
+2,000
New +$29.4K ﹤0.01% 102

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JBF Capital's UPBD Position: Q4 2018 in Review

JBF Capital sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 2,000 shares — an estimated $28K sold.

JBF Capital first reported a position in UPBD in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • JBF Capital reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • JBF Capital sold 2,000 Upbound Group shares in Q4 2018, an estimated $28K.
  • JBF Capital first reported a position in Upbound Group in Q3 2018 and held it in 1 quarter.
  • JBF Capital's Upbound Group position peaked at $28K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on JBF Capital's 13F filing for Q4 2018, filed 12 Feb 2019.