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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 – 1339
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

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Vanguard Group
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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
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return