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Lebenthal Global Advisors’s Upbound Group UPBD Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-3,284
Closed -$125K – 517
2020
Q4 		$125K Buy
+3,284
New +$112K 0.09% 145

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EC
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Renaissance Technologies
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lebenthal Global Advisors's UPBD Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 3,284 shares — an estimated $125K sold.

Lebenthal Global Advisors first reported a position in UPBD in Q4 2020 and held it in 1 quarter. The position peaked at $125K in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,284 Upbound Group shares in Q1 2021, an estimated $125K.
  • Lebenthal Global Advisors first reported a position in Upbound Group in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Upbound Group position peaked at $125K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.