Leap Investments’s Upbound Group UPBD Stock Holding History

Leap Investments’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	-26,783	Closed	-$772K	–	567
2019 Q4	$772K	Buy	26,783 +17,383	+185%	+$454K	0.36%	85
2019 Q3	$242K	Buy	+9,400	New	+$247K	0.12%	272

Other funds holding UPBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Leap Investments's UPBD Position: Q1 2020 in Review

Leap Investments sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 26,783 shares — an estimated $772K sold.

Leap Investments first reported a position in UPBD in Q3 2019 and held it in 2 quarters. The position peaked at $772K in Q4 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

Leap Investments reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
Leap Investments sold 26,783 Upbound Group shares in Q1 2020, an estimated $772K.
Leap Investments first reported a position in Upbound Group in Q3 2019 and held it in 2 quarters.
Leap Investments's Upbound Group position peaked at $772K in Q4 2019.
204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Leap Investments's 13F filing for Q1 2020, filed 15 May 2020.