Jefferies Group’s Upbound Group UPBD Stock Holding History

Jefferies Group’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 Q1	–	Sell	-100	Closed	-$2K	–	2652
2018 Q4	$2K	Buy	+100	New	+$1.45K	﹤0.01%	2105
2018 Q2	–	Sell	-157,300	Closed	-$1.36M	–	2695
2018 Q1	$1.36M	Buy	157,300 +147,300	+1,473%	+$1.41M	0.01%	1050
2017 Q4	$111K	Buy	+10,000	New	+$109K	﹤0.01%	2316
2015 Q3	–	Sell	-3,974	Closed	-$113K	–	3050
2015 Q2	$113K	Buy	+3,974	New	+$119K	﹤0.01%	2167

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jefferies Group's UPBD Position: Q1 2019 in Review

Jefferies Group sold out of Upbound Group (UPBD) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Jefferies Group first reported a position in UPBD in Q2 2015 and held it in 4 quarters. The position peaked at $1.36M in Q1 2018. 202 funds tracked by Wall St. Rank hold UPBD as of Q1 2019.

Jefferies Group reported no remaining Upbound Group position as of Q1 2019 after selling out during the quarter.
Jefferies Group sold 100 Upbound Group shares in Q1 2019, an estimated $2K.
Jefferies Group first reported a position in Upbound Group in Q2 2015 and held it in 4 quarters.
Jefferies Group's Upbound Group position peaked at $1.36M in Q1 2018.
202 funds tracked by Wall St. Rank held Upbound Group as of Q1 2019.

Based on Jefferies Group's 13F filing for Q1 2019, filed 15 May 2019.