Joel Greenblatt’s Upbound Group UPBD Stock Holding History

Joel Greenblatt’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 Q4	–	Sell	-9,460	Closed	-$244K	–	1219
2019 Q3	$244K	Sell	9,460 -301	-3%	-$7.9K	﹤0.01%	966
2019 Q2	$260K	Buy	+9,761	New	+$232K	﹤0.01%	992

Other funds holding UPBD

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Joel Greenblatt's UPBD Position: Q4 2019 in Review

Joel Greenblatt sold out of Upbound Group (UPBD) in Q4 2019, closing a stake of 9,460 shares — an estimated $244K sold.

Joel Greenblatt first reported a position in UPBD in Q2 2019 and held it in 2 quarters. The position peaked at $260K in Q2 2019. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

Joel Greenblatt reported no remaining Upbound Group position as of Q4 2019 after selling out during the quarter.
Joel Greenblatt sold 9,460 Upbound Group shares in Q4 2019, an estimated $244K.
Joel Greenblatt first reported a position in Upbound Group in Q2 2019 and held it in 2 quarters.
Joel Greenblatt's Upbound Group position peaked at $260K in Q2 2019.
221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Gotham Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.