JOYN Advisors’s Upbound Group UPBD Stock Holding History

JOYN Advisors’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	-49	Closed	-$1K	–	1338
2018 Q4	$1K	Buy	49 +20	+69%	+$290	﹤0.01%	1684
2018 Q3	$0	Hold	29	–	–	﹤0.01%	1889
2018 Q2	$0	Hold	29	–	–	﹤0.01%	1862
2018 Q1	$0	Buy	+29	New	+$278	﹤0.01%	1416

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

JOYN Advisors's UPBD Position: Q1 2019 in Review

JOYN Advisors sold out of Upbound Group (UPBD) in Q1 2019, closing a stake of 49 shares — an estimated $1K sold.

JOYN Advisors first reported a position in UPBD in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 202 funds tracked by Wall St. Rank hold UPBD as of Q1 2019.

JOYN Advisors reported no remaining Upbound Group position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 49 Upbound Group shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Upbound Group in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Upbound Group position peaked at $1K in Q4 2018.
202 funds tracked by Wall St. Rank held Upbound Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.