KPF
UPBD icon

K2 Principal Fund’s Upbound Group UPBD Stock Holding History

K2 Principal Fund’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
-50,380
Closed -$816K – 355
2018
Q4 		$816K Buy
50,380
+17,169
+52% +$249K 0.16% 187
2018
Q3 		$478K Buy
+33,211
New +$488K 0.06% 259
2018
Q2 		– Sell
-301,531
Closed -$2.6M – 407
2018
Q1 		$2.6M Buy
301,531
+8,793
+3% +$84.4K 0.33% 147
2017
Q4 		$3.25M Buy
+292,738
New +$3.2M 0.43% 109
2016
Q4 		– Sell
-158,492
Closed -$2M – 394
2016
Q3 		$2M Sell
158,492
-28,508
-15% -$357K 0.43% 118
2016
Q2 		$2.3M Buy
+187,000
New +$2.52M 0.51% 78

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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
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