Jupiter Investment Management’s Upbound Group UPBD Stock Holding History

Jupiter Investment 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 Q2	$8.73M	Sell	313,827 -74,121	-19%	-$1.65M	0.14%	153
2020 Q1	$5.49M	Sell	387,948 -107,963	-22%	-$2.6M	0.11%	153
2019 Q4	$14.3M	Buy	495,911 +462,527	+1,385%	+$12.1M	0.2%	134
2019 Q3	$860K	Sell	33,384 -1,636	-5%	-$43K	0.01%	359
2019 Q2	$932K	Sell	35,020 -275,462	-89%	-$6.55M	0.01%	251
2019 Q1	$6.48M	Buy	+310,482	New	+$5.72M	0.06%	166
2017 Q1	–	Sell	-41,525	Closed	-$467K	–	478
2016 Q4	$467K	Sell	41,525 -505,808	-92%	-$5.63M	0.01%	263
2016 Q3	$6.92M	Sell	547,333 -97,212	-15%	-$1.22M	0.12%	133
2016 Q2	$7.92M	Buy	644,545 +313,642	+95%	+$4.22M	0.15%	142
2016 Q1	$5.24M	Buy	+330,903	New	+$4.41M	0.11%	172

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HRCM

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

Jupiter Investment Management's UPBD Position: Q2 2020 in Review

Jupiter Investment Management reduced its Upbound Group (UPBD) stake by 19% in Q2 2020, selling an estimated $1.65M and leaving 313,827 shares worth $8.73M. The position accounts for 0.14% of the portfolio, ranked #153.

Jupiter Investment Management first reported a position in UPBD in Q1 2016 and has held it in 10 quarters since. The position peaked at $14.3M in Q4 2019. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

Jupiter Investment Management held 313,827 shares of Upbound Group worth $8.73M as of Q2 2020.
Jupiter Investment Management sold 74,121 Upbound Group shares in Q2 2020, an estimated $1.65M.
Upbound Group made up 0.14% of Jupiter Investment Management's portfolio in Q2 2020, its #153 holding.
Jupiter Investment Management first reported a position in Upbound Group in Q1 2016 and has held it in 10 quarters since.
Jupiter Investment Management's Upbound Group position peaked at $14.3M in Q4 2019.
207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.