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Ladenburg Thalmann Financial Services’s Upbound Group UPBD Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$9K Buy
306
+68
+29% +$1.78K ﹤0.01% 4541
2019
Q3 		$6K Buy
238
+38
+19% +$998 ﹤0.01% 4625
2019
Q2 		$5K Buy
+200
New +$4.75K ﹤0.01% 4727
2018
Q4 		– Sell
-3,400
Closed -$49K – 5338
2018
Q3 		$49K Sell
3,400
-55
-2% -$808 ﹤0.01% 3328
2018
Q2 		$29K Hold
3,455
– – ﹤0.01% 3623
2018
Q1 		$29K Hold
3,455
– – ﹤0.01% 3623
2017
Q4 		$39K Sell
3,455
-525
-13% -$5.75K ﹤0.01% 3392
2017
Q3 		$46K Buy
3,980
+525
+15% +$6.49K ﹤0.01% 3142
2017
Q2 		$41K Hold
3,455
– – ﹤0.01% 3167
2017
Q1 		$30K Hold
3,455
– – ﹤0.01% 3285
2016
Q4 		$39K Buy
3,455
+3,400
+6,182% +$37.9K ﹤0.01% 3035
2016
Q3 		$1K Hold
55
– – ﹤0.01% 4659
2016
Q2 		$1K Sell
55
-39
-41% -$525 ﹤0.01% 4620
2016
Q1 		$2K Hold
94
– – ﹤0.01% 4405
2015
Q4 		$2K Buy
94
+39
+71% +$745 ﹤0.01% 4384
2015
Q3 		$1K Sell
55
-22
-29% -$591 ﹤0.01% 4465
2015
Q2 		$3K Sell
77
-209
-73% -$6.27K ﹤0.01% 4251
2015
Q1 		$8K Sell
286
-560
-66% -$17.1K ﹤0.01% 3771
2014
Q4 		$31K Buy
846
+82
+11% +$2.64K ﹤0.01% 2692
2014
Q3 		$23K Buy
764
+560
+275% +$15.1K ﹤0.01% 2561
2014
Q2 		$6K Sell
204
-51
-20% -$1.44K ﹤0.01% 3322
2014
Q1 		$6K Sell
255
-3
-1% -$81 ﹤0.01% 3205
2013
Q4 		$9K Hold
258
– – ﹤0.01% 3006
2013
Q3 		$10K Hold
258
– – ﹤0.01% 2866
2013
Q2 		$10K Buy
+258
New +$9.35K ﹤0.01% 2735

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UPBD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Upbound Group (UPBD) stake by 29% in Q4 2019, buying an estimated $1.78K and bringing the position to 306 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4541.

Ladenburg Thalmann Financial Services first reported a position in UPBD in Q2 2013 and has held it in 25 quarters since. The position peaked at $49K in Q3 2018. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 306 shares of Upbound Group worth $9K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 68 Upbound Group shares in Q4 2019, an estimated $1.78K.
  • Upbound Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4541 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Upbound Group in Q2 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's Upbound Group position peaked at $49K in Q3 2018.
  • 221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.