Lee Ainslie’s Upbound Group UPBD Stock Holding History

Lee Ainslie’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	-161,744	Closed	-$4.67M	–	546
2019 Q4	$4.67M	Buy	+161,744	New	+$4.23M	0.07%	131
2019 Q2	–	Sell	-390,130	Closed	-$8.14M	–	350
2019 Q1	$8.14M	Buy	+390,130	New	+$7.19M	0.11%	102

Other funds holding UPBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Lee Ainslie's UPBD Position: Q1 2020 in Review

Lee Ainslie sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 161,744 shares — an estimated $4.67M sold.

Lee Ainslie first reported a position in UPBD in Q1 2019 and held it in 2 quarters. The position peaked at $8.14M in Q1 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

Lee Ainslie reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
Lee Ainslie sold 161,744 Upbound Group shares in Q1 2020, an estimated $4.67M.
Lee Ainslie first reported a position in Upbound Group in Q1 2019 and held it in 2 quarters.
Lee Ainslie's Upbound Group position peaked at $8.14M in Q1 2019.
204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on Maverick Capital's 13F filing for Q1 2020, filed 15 May 2020.