JWM
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Jeppson Wealth Management’s Upbound Group UPBD Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-300
Closed -$9K – 431
2020
Q3 		$9K Buy
+300
New +$8.87K 0.01% 404

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jeppson Wealth Management's UPBD Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 300 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in UPBD in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 300 Upbound Group shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in Upbound Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Upbound Group position peaked at $9K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.