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Kepos Capital’s Upbound Group UPBD Stock Holding History

Kepos Capital’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
Q1 		– Sell
-41,551
Closed -$1.2M – 309
2019
Q4 		$1.2M Sell
41,551
-4,356
-9% -$114K 0.11% 92
2019
Q3 		$1.18M Buy
45,907
+1,139
+3% +$29.9K 0.12% 79
2019
Q2 		$1.19M Sell
44,768
-27,539
-38% -$654K 0.12% 157
2019
Q1 		$1.51M Hold
72,307
– – 0.11% 183
2018
Q4 		$1.17M Buy
+72,307
New +$1.05M 0.09% 199

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kepos Capital's UPBD Position: Q1 2020 in Review

Kepos Capital sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 41,551 shares — an estimated $1.2M sold.

Kepos Capital first reported a position in UPBD in Q4 2018 and held it in 5 quarters. The position peaked at $1.51M in Q1 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • Kepos Capital reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • Kepos Capital sold 41,551 Upbound Group shares in Q1 2020, an estimated $1.2M.
  • Kepos Capital first reported a position in Upbound Group in Q4 2018 and held it in 5 quarters.
  • Kepos Capital's Upbound Group position peaked at $1.51M in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Kepos Capital's 13F filing for Q1 2020, filed 12 May 2020.