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	-50,000	Closed	-$810K	–	2651
2018 Q4	$810K	Buy	+50,000	New	+$726K	0.01%	1259
2014 Q2	–	Sell	-17,500	Closed	-$466K	–	2404
2014 Q1	$466K	Buy	+17,500	New	+$474K	﹤0.01%	1314

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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.