LAM
UPBD icon

Lapides Asset Management’s Upbound Group UPBD Stock Holding History

Lapides Asset 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
2017
Q2 		– Sell
-70,000
Closed -$621K – 88
2017
Q1 		$621K Buy
70,000
+3,300
+5% +$30K 0.12% 73
2016
Q4 		$750K Sell
66,700
-106,400
-61% -$1.18M 0.13% 68
2016
Q3 		$2.19M Buy
173,100
+5,200
+3% +$65K 0.37% 59
2016
Q2 		$2.06M Buy
167,900
+29,200
+21% +$393K 0.38% 56
2016
Q1 		$2.2M Buy
138,700
+49,200
+55% +$656K 0.39% 55
2015
Q4 		$1.34M Buy
+89,500
New +$1.71M 0.23% 72

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lapides Asset Management's UPBD Position: Q2 2017 in Review

Lapides Asset Management sold out of Upbound Group (UPBD) in Q2 2017, closing a stake of 70,000 shares — an estimated $621K sold.

Lapides Asset Management first reported a position in UPBD in Q4 2015 and held it in 6 quarters. The position peaked at $2.2M in Q1 2016. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

  • Lapides Asset Management reported no remaining Upbound Group position as of Q2 2017 after selling out during the quarter.
  • Lapides Asset Management sold 70,000 Upbound Group shares in Q2 2017, an estimated $621K.
  • Lapides Asset Management first reported a position in Upbound Group in Q4 2015 and held it in 6 quarters.
  • Lapides Asset Management's Upbound Group position peaked at $2.2M in Q1 2016.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on Lapides Asset Management's 13F filing for Q2 2017, filed 4 Aug 2017.